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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 | $16,362 | $65,082-74.9% | $81,367-79.9% | $59,633-72.6% |
| Participation rate | 45.3% | 76.0%-30.6pp | 82.3%-37.0pp | 68.7%-23.4pp |
| Annual return | -2.30% | 1.16%-3.5pp | -0.92%-1.4pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $756 | $2,934-74.2% | $3,930-80.8% | $2,203-65.7% |
| Participant deferral / active EE | $1,427 | $4,083-65.1% | $5,383-73.5% | $3,192-55.3% |
| Admin fee / account holder | $585 | $7,582-92.3% | $8,926-93.4% | $4,297-86.4% |