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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 | $17,198 | $51,708-66.7% | $106,619-83.9% | $62,881-72.6% |
| Participation rate | 44.4% | 66.9%-22.4pp | 78.0%-33.6pp | 69.3%-24.9pp |
| Annual return | 5.30% | 4.69%+0.6pp | 9.42%-4.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $720 | $1,764-59.2% | $3,947-81.8% | $2,281-68.4% |
| Participant deferral / active EE | $729 | $2,315-68.5% | $3,930-81.4% | $3,203-77.2% |
| Admin fee / account holder | $857 | $3,349-74.4% | $6,418-86.6% | $4,296-80.1% |