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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 | $12,219 | $59,006-79.3% | $97,260-87.4% | $74,459-83.6% |
| Participation rate | 39.3% | 63.7%-24.4pp | 72.7%-33.4pp | 67.2%-27.9pp |
| Annual return | 12.26% | 16.04%-3.8pp | 75.54%-63.3pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $504 | $1,894-73.4% | $2,721-81.5% | $2,626-80.8% |
| Participant deferral / active EE | $792 | $3,671-78.4% | $4,262-81.4% | $4,350-81.8% |
| Admin fee / account holder | $380 | $1,974-80.7% | $5,640-93.3% | $1,945-80.4% |