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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 | $11,557 | $76,551-84.9% | $123,894-90.7% | $62,881-81.6% |
| Participation rate | 15.4% | 73.0%-57.6pp | 81.4%-66.0pp | 69.3%-53.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $481 | $2,882-83.3% | $4,617-89.6% | $2,281-78.9% |
| Participant deferral / active EE | $1,300 | $4,840-73.1% | $5,984-78.3% | $3,203-59.4% |
| Admin fee / account holder | $551 | $4,826-88.6% | $8,357-93.4% | $4,296-87.2% |