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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 | $17,540 | $72,177-75.7% | $115,038-84.8% | $59,633-70.6% |
| Participation rate | 30.7% | 72.6%-41.9pp | 81.4%-50.7pp | 68.7%-38.0pp |
| Annual return | 2.21% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $140 | $4,783-97.1% | $6,026-97.7% | $3,192-95.6% |
| Admin fee / account holder | $2,545 | $4,927-48.3% | $8,175-68.9% | $4,297-40.8% |