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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,449 | $56,054-72.4% | $171,082-91.0% | $62,881-75.4% |
| Participation rate | 41.1% | 62.9%-21.8pp | 76.7%-35.6pp | 69.3%-28.2pp |
| Annual return | 6.03% | 22.52%-16.5pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $310 | $1,731-82.1% | $4,002-92.3% | $2,281-86.4% |
| Participant deferral / active EE | $440 | $3,158-86.1% | $4,797-90.8% | $3,203-86.3% |
| Admin fee / account holder | $486 | $3,647-86.7% | $8,520-94.3% | $4,296-88.7% |