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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 | $19,974 | $65,704-69.6% | $94,229-78.8% | $59,633-66.5% |
| Participation rate | 58.7% | 72.1%-13.4pp | 78.8%-20.1pp | 68.7%-10.0pp |
| Annual return | -1.82% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $604 | $2,021-70.1% | $3,587-83.2% | $2,203-72.6% |
| Participant deferral / active EE | $1,197 | $3,143-61.9% | $4,320-72.3% | $3,192-62.5% |
| Admin fee / account holder | $1,530 | $4,265-64.1% | $6,269-75.6% | $4,297-64.4% |