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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 | $16,416 | $78,694-79.1% | $67,652-75.7% | $125,389-86.9% |
| Participation rate | 65.0% | 78.8%-13.8pp | 75.7%-10.7pp | 83.2%-18.2pp |
| Annual return | 0.58% | 9.46%-8.9pp | 6625.40%-6624.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $574 | $3,044-81.1% | $2,266-74.7% | $4,866-88.2% |
| Participant deferral / active EE | $701 | $4,292-83.7% | $3,560-80.3% | $5,352-86.9% |
| Admin fee / account holder | $7,066 | $7,403-4.5% | $4,821+46.6% | $9,541-25.9% |