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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 | $11,913 | $54,320-78.1% | $67,652-82.4% | $52,331-77.2% |
| Participation rate | 43.0% | 73.6%-30.6pp | 75.7%-32.6pp | 68.1%-25.1pp |
| Annual return | 2.82% | 6.81%-4.0pp | 6625.40%-6622.6pp | 4.54%-1.7pp |
| Employer contribution / active EE | $877 | $1,544-43.2% | $2,266-61.3% | $1,882-53.4% |
| Participant deferral / active EE | $1,213 | $2,950-58.9% | $3,560-65.9% | $3,022-59.9% |
| Admin fee / account holder | $1,079 | $527+104.9% | $4,821-77.6% | $592+82.4% |