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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 | $15,222 | $54,380-72.0% | $68,509-77.8% | $59,632-74.5% |
| Participation rate | 13.8% | 70.2%-56.4pp | 74.7%-60.9pp | 68.7%-54.9pp |
| Annual return | -0.20% | 2.83%-3.0pp | 8.27%-8.5pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $313 | $1,539-79.7% | $2,278-86.3% | $2,203-85.8% |
| Participant deferral / active EE | $458 | $2,643-82.7% | $3,382-86.5% | $3,192-85.7% |
| Admin fee / account holder | $967 | $3,885-75.1% | $5,275-81.7% | $4,297-77.5% |