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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 | $19,887 | $67,606-70.6% | $82,313-75.8% | $70,131-71.6% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.9%-7.3pp | 69.5%0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $681 | $1,755-61.2% | $2,428-71.9% | $2,342-70.9% |
| Participant deferral / active EE | $1,154 | $2,987-61.4% | $3,706-68.9% | $3,332-65.4% |
| Admin fee / account holder | $1,606 | $4,512-64.4% | $5,608-71.4% | $4,645-65.4% |