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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 | $16,524 | $72,177-77.1% | $115,038-85.6% | $59,633-72.3% |
| Participation rate | 37.5% | 72.6%-35.1pp | 81.4%-43.9pp | 68.7%-31.2pp |
| Annual return | -0.86% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,072 | $2,841-62.3% | $4,608-76.7% | $2,203-51.3% |
| Participant deferral / active EE | $1,165 | $4,783-75.6% | $6,026-80.7% | $3,192-63.5% |
| Admin fee / account holder | $9,892 | $4,927+100.8% | $8,175+21.0% | $4,297+130.2% |