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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 | $20,648 | $56,199-63.3% | $67,652-69.5% | $59,632-65.4% |
| Participation rate | 52.2% | 71.5%-19.3pp | 75.7%-23.5pp | 68.7%-16.5pp |
| Annual return | 3.25% | 18505.31%-18502.1pp | 6625.04%-6621.8pp | 2041.32%-2038.1pp |
| Employer contribution / active EE | $580 | $1,614-64.1% | $2,266-74.4% | $2,203-73.7% |
| Participant deferral / active EE | $840 | $2,844-70.5% | $3,560-76.4% | $3,192-73.7% |
| Admin fee / account holder | $1,678 | $3,958-57.6% | $4,821-65.2% | $4,297-60.9% |