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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 | $12,128 | $75,832-84.0% | $147,617-91.8% | $59,633-79.7% |
| Participation rate | 68.0% | 71.6%-3.6pp | 84.6%-16.6pp | 68.7%-0.7pp |
| Annual return | -1.90% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,590 | $3,485-54.4% | $5,564-71.4% | $2,203-27.8% |
| Participant deferral / active EE | $309 | $3,131-90.1% | $4,895-93.7% | $3,192-90.3% |
| Admin fee / account holder | $1,498 | $5,986-75.0% | $11,612-87.1% | $4,297-65.1% |