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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 | $12,899 | $75,832-83.0% | $147,617-91.3% | $59,633-78.4% |
| Participation rate | 45.7% | 71.6%-25.9pp | 84.6%-38.9pp | 68.7%-23.0pp |
| Annual return | 2.03% | 0.37%+1.7pp | 61.98%-60.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $548 | $3,485-84.3% | $5,564-90.1% | $2,203-75.1% |
| Participant deferral / active EE | $685 | $3,131-78.1% | $4,895-86.0% | $3,192-78.5% |
| Admin fee / account holder | $928 | $5,986-84.5% | $11,612-92.0% | $4,297-78.4% |