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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 | $26,503 | $66,813-60.3% | $100,535-73.6% | $73,497-63.9% |
| Participation rate | 56.4% | 77.5%-21.1pp | 79.4%-23.1pp | 70.7%-14.3pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.90%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $852 | $2,147-60.3% | $3,419-75.1% | $2,270-62.5% |
| Participant deferral / active EE | $1,558 | $5,883-73.5% | $6,271-75.2% | $3,740-58.3% |
| Admin fee / account holder | $423 | $512-17.3% | $8,085-94.8% | $513-17.5% |