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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 | $24,413 | $82,028-70.2% | $123,105-80.2% | $59,633-59.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 86.8%-26.8pp | 68.7%-8.7pp |
| Annual return | -0.14% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,340 | $3,297-59.4% | $5,151-74.0% | $2,203-39.2% |
| Participant deferral / active EE | $1,489 | $4,667-68.1% | $6,229-76.1% | $3,192-53.3% |
| Admin fee / account holder | $1,368 | $5,879-76.7% | $9,014-84.8% | $4,297-68.2% |