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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 | $15,674 | $72,177-78.3% | $115,038-86.4% | $59,633-73.7% |
| Participation rate | 59.7% | 72.6%-12.9pp | 81.4%-21.7pp | 68.7%-9.0pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,158 | $2,841-59.3% | $4,608-74.9% | $2,203-47.4% |
| Participant deferral / active EE | $1,722 | $4,783-64.0% | $6,026-71.4% | $3,192-46.1% |
| Admin fee / account holder | $495 | $4,927-90.0% | $8,175-93.9% | $4,297-88.5% |