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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 | $14,412 | $49,025-70.6% | $87,502-83.5% | $62,881-77.1% |
| Participation rate | 59.4% | 64.9%-5.5pp | 73.8%-14.5pp | 69.3%-9.9pp |
| Annual return | 0.00% | 10.02%-10.0pp | 12.21%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $471 | $1,372-65.6% | $2,550-81.5% | $2,281-79.3% |
| Participant deferral / active EE | $580 | $2,289-74.7% | $3,149-81.6% | $3,203-81.9% |
| Admin fee / account holder | $515 | $4,065-87.3% | $4,221-87.8% | $4,296-88.0% |