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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 | $21,023 | $62,583-66.4% | $76,767-72.6% | $64,173-67.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 77.0%-19.4pp | 69.6%-12.0pp |
| Annual return | 6865.44% | -1.95%+6867.4pp | 2.43%+6863.0pp | 7.63%+6857.8pp |
| Employer contribution / active EE | $625 | $1,832-65.9% | $2,485-74.9% | $2,381-73.8% |
| Participant deferral / active EE | $1,021 | $3,145-67.5% | $3,852-73.5% | $3,470-70.6% |
| Admin fee / account holder | $4,595 | $4,667-1.5% | $6,675-31.2% | $4,887-6.0% |