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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 | $15,603 | $55,636-72.0% | $81,988-81.0% | $73,493-78.8% |
| Participation rate | 18.0% | 62.3%-44.2pp | 69.3%-51.2pp | 70.7%-52.6pp |
| Annual return | 29.11% | 19.07%+10.0pp | 41.31%-12.2pp | 28.51%+0.6pp |
| Employer contribution / active EE | $317 | $1,625-80.5% | $2,498-87.3% | $2,270-86.0% |
| Participant deferral / active EE | $697 | $2,762-74.8% | $3,722-81.3% | $3,740-81.4% |
| Admin fee / account holder | $517 | $493+4.9% | $5,665-90.9% | $513+0.8% |