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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 | $15,651 | $70,418-77.8% | $96,570-83.8% | $85,847-81.8% |
| Participation rate | 26.8% | 61.8%-35.0pp | 69.8%-43.0pp | 69.3%-42.5pp |
| Annual return | 17.35% | 18.59%-1.2pp | 37.79%-20.4pp | 318.61%-301.3pp |
| Employer contribution / active EE | $614 | $1,413-56.5% | $2,357-73.9% | $2,565-76.1% |
| Participant deferral / active EE | $735 | $2,894-74.6% | $3,849-80.9% | $3,952-81.4% |
| Admin fee / account holder | $616 | $4,995-87.7% | $6,182-90.0% | $6,261-90.2% |