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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 | $11,566 | $39,162-70.5% | $100,671-88.5% | $59,632-80.6% |
| Participation rate | 43.2% | 55.9%-12.6pp | 70.7%-27.5pp | 68.7%-25.4pp |
| Annual return | -1.68% | 21.07%-22.7pp | 20.43%-22.1pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $755 | $1,151-34.4% | $4,012-81.2% | $2,203-65.7% |
| Participant deferral / active EE | $434 | $1,992-78.2% | $3,144-86.2% | $3,192-86.4% |
| Admin fee / account holder | $1,239 | $2,969-58.3% | $4,850-74.5% | $4,297-71.2% |