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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 | $8,753 | $72,177-87.9% | $115,038-92.4% | $59,633-85.3% |
| Participation rate | 45.9% | 72.6%-26.6pp | 81.4%-35.4pp | 68.7%-22.7pp |
| Annual return | -0.72% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $779 | $2,841-72.6% | $4,608-83.1% | $2,203-64.6% |
| Participant deferral / active EE | $718 | $4,783-85.0% | $6,026-88.1% | $3,192-77.5% |
| Admin fee / account holder | $986 | $4,927-80.0% | $8,175-87.9% | $4,297-77.1% |