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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 | $14,083 | $53,127-73.5% | $86,597-83.7% | $70,131-79.9% |
| Participation rate | 37.3% | 65.3%-28.0pp | 73.5%-36.2pp | 69.5%-32.2pp |
| Annual return | 23.32% | 27.66%-4.3pp | 964.96%-941.6pp | 73.14%-49.8pp |
| Employer contribution / active EE | $486 | $2,068-76.5% | $2,840-82.9% | $2,342-79.2% |
| Participant deferral / active EE | $612 | $2,696-77.3% | $3,609-83.0% | $3,332-81.6% |
| Admin fee / account holder | $1,657 | $3,585-53.8% | $4,906-66.2% | $4,645-64.3% |