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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 | $12,585 | $39,162-67.9% | $100,671-87.5% | $59,633-78.9% |
| Participation rate | 44.0% | 55.9%-11.9pp | 70.7%-26.7pp | 68.7%-24.7pp |
| Annual return | -0.57% | 21.07%-21.6pp | 20.43%-21.0pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $466 | $1,151-59.5% | $4,012-88.4% | $2,203-78.8% |
| Participant deferral / active EE | $557 | $1,992-72.0% | $3,144-82.3% | $3,192-82.5% |
| Admin fee / account holder | $6,156 | $2,969+107.3% | $4,850+26.9% | $4,297+43.3% |