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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 | $23,016 | $65,704-65.0% | $94,229-75.6% | $59,633-61.4% |
| Participation rate | 51.0% | 72.1%-21.1pp | 78.8%-27.8pp | 68.7%-17.7pp |
| Annual return | -1.11% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $759 | $2,021-62.5% | $3,587-78.9% | $2,203-65.6% |
| Participant deferral / active EE | $947 | $3,143-69.9% | $4,320-78.1% | $3,192-70.3% |
| Admin fee / account holder | $1,562 | $4,265-63.4% | $6,269-75.1% | $4,297-63.6% |