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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 | $15,704 | $72,177-78.2% | $115,038-86.3% | $59,633-73.7% |
| Participation rate | 38.8% | 72.6%-33.7pp | 81.4%-42.5pp | 68.7%-29.8pp |
| Annual return | 2.76% | 12.02%-9.3pp | 26.14%-23.4pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $521 | $2,841-81.7% | $4,608-88.7% | $2,203-76.4% |
| Participant deferral / active EE | $1,682 | $4,783-64.8% | $6,026-72.1% | $3,192-47.3% |
| Admin fee / account holder | $3,650 | $4,927-25.9% | $8,175-55.4% | $4,297-15.1% |