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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 | $21,989 | $70,667-68.9% | $123,106-82.1% | $52,331-58.0% |
| Participation rate | 56.6% | 83.7%-27.1pp | 86.8%-30.1pp | 68.1%-11.5pp |
| Annual return | 0.37% | 6.23%-5.9pp | 13.22%-12.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,366 | $2,946-53.6% | $5,151-73.5% | $1,882-27.4% |
| Participant deferral / active EE | $2,373 | $4,493-47.2% | $6,229-61.9% | $3,022-21.5% |
| Admin fee / account holder | $1,195 | $506+135.9% | $9,015-86.7% | $592+101.9% |