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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 | $19,995 | $57,108-65.0% | $94,224-78.8% | $52,331-61.8% |
| Participation rate | 24.6% | 72.9%-48.3pp | 78.8%-54.1pp | 68.1%-43.5pp |
| Annual return | 2.81% | 1.47%+1.3pp | 10.68%-7.9pp | 4.54%-1.7pp |
| Employer contribution / active EE | $560 | $1,735-67.7% | $3,587-84.4% | $1,882-70.2% |
| Participant deferral / active EE | $1,014 | $3,040-66.6% | $4,320-76.5% | $3,022-66.4% |
| Admin fee / account holder | $6,458 | $546+1081.8% | $6,269+3.0% | $592+991.7% |