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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 | $13,577 | $92,219-85.3% | $76,767-82.3% | $135,380-90.0% |
| Participation rate | 41.7% | 79.8%-38.1pp | 77.0%-35.3pp | 82.6%-41.0pp |
| Annual return | 1.32% | 5.46%-4.1pp | 2.43%-1.1pp | 519.81%-518.5pp |
| Employer contribution / active EE | $669 | $3,216-79.2% | $2,485-73.1% | $4,779-86.0% |
| Participant deferral / active EE | $1,043 | $4,508-76.9% | $3,852-72.9% | $5,609-81.4% |
| Admin fee / account holder | $3,376 | $10,749-68.6% | $6,675-49.4% | $10,828-68.8% |