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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 | $24,892 | $65,704-62.1% | $94,229-73.6% | $59,633-58.3% |
| Participation rate | 33.3% | 72.1%-38.8pp | 78.8%-45.4pp | 68.7%-35.3pp |
| Annual return | 1.01% | 5.22%-4.2pp | 10.68%-9.7pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,379 | $2,021-31.8% | $3,587-61.6% | $2,203-37.4% |
| Participant deferral / active EE | $1,151 | $3,143-63.4% | $4,320-73.4% | $3,192-63.9% |
| Admin fee / account holder | $2,778 | $4,265-34.8% | $6,269-55.7% | $4,297-35.3% |