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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 | $6,578 | $72,177-90.9% | $115,038-94.3% | $59,633-89.0% |
| Participation rate | 42.6% | 72.6%-30.0pp | 81.4%-38.8pp | 68.7%-26.1pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,209 | $2,841-22.2% | $4,608-52.1% | $2,203+0.3% |
| Participant deferral / active EE | $103 | $4,783-97.9% | $6,026-98.3% | $3,192-96.8% |
| Admin fee / account holder | $2,853 | $4,927-42.1% | $8,175-65.1% | $4,297-33.6% |