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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 | $16,400 | $54,193-69.7% | $93,681-82.5% | $77,692-78.9% |
| Participation rate | 31.7% | 63.9%-32.2pp | 68.7%-37.0pp | 70.6%-38.9pp |
| Annual return | 12.66% | 30.54%-17.9pp | 133.47%-120.8pp | 31.25%-18.6pp |
| Employer contribution / active EE | $653 | $1,168-44.1% | $2,422-73.0% | $2,726-76.0% |
| Participant deferral / active EE | $970 | $3,144-69.1% | $4,415-78.0% | $4,648-79.1% |
| Admin fee / account holder | $1,356 | $576+135.6% | $8,290-83.6% | $431+215.0% |