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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 | $14,513 | $93,346-84.5% | $71,796-79.8% | $273,972-94.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 4.21% | 130.39%-126.2pp | 78.04%-73.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $332 | $2,733-87.9% | $1,924-82.8% | $4,869-93.2% |
| Participant deferral / active EE | $663 | $3,475-80.9% | $2,794-76.3% | $5,287-87.5% |
| Admin fee / account holder | $628 | $6,571-90.4% | $4,815-87.0% | $10,133-93.8% |