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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 | $19,821 | $211,946-90.6% | $169,452-88.3% | $135,382-85.4% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | 1.56% | 3.26%-1.7pp | 1.83%-0.3pp | 519.77%-518.2pp |
| Employer contribution / active EE | $542 | $5,117-89.4% | $4,157-87.0% | $4,779-88.7% |
| Participant deferral / active EE | $841 | $6,075-86.2% | $5,277-84.1% | $5,609-85.0% |
| Admin fee / account holder | $3,486 | $11,472-69.6% | $9,110-61.7% | $10,829-67.8% |