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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 | $12,383 | $53,128-76.7% | $86,582-85.7% | $70,126-82.3% |
| Participation rate | 36.6% | 65.3%-28.7pp | 73.5%-37.0pp | 69.5%-33.0pp |
| Annual return | 14.95% | 27.66%-12.7pp | 965.08%-950.1pp | 73.15%-58.2pp |
| Employer contribution / active EE | $483 | $2,068-76.6% | $2,839-83.0% | $2,343-79.4% |
| Participant deferral / active EE | $614 | $2,695-77.2% | $3,609-83.0% | $3,332-81.6% |
| Admin fee / account holder | $1,299 | $3,584-63.7% | $4,904-73.5% | $4,645-72.0% |