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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 | $12,463 | $39,162-68.2% | $100,671-87.6% | $59,633-79.1% |
| Participation rate | 45.8% | 55.9%-10.0pp | 70.7%-24.9pp | 68.7%-22.8pp |
| Annual return | -0.69% | 21.07%-21.8pp | 20.43%-21.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $503 | $1,151-56.3% | $4,012-87.5% | $2,203-77.2% |
| Participant deferral / active EE | $612 | $1,992-69.3% | $3,144-80.5% | $3,192-80.8% |
| Admin fee / account holder | $2,840 | $2,969-4.4% | $4,850-41.5% | $4,297-33.9% |