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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 | $10,172 | $57,976-82.5% | $63,003-83.9% | $62,293-83.7% |
| Participation rate | 63.0% | 75.9%-12.9pp | 74.8%-11.8pp | 69.5%-6.5pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.59%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $686 | $2,415-71.6% | $2,760-75.2% | $2,042-66.4% |
| Participant deferral / active EE | $924 | $2,956-68.7% | $3,329-72.2% | $3,169-70.8% |
| Admin fee / account holder | $456 | $276+65.5% | $3,600-87.3% | $479-4.8% |