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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 | $10,867 | $71,878-84.9% | $86,698-87.5% | $68,486-84.1% |
| Participation rate | 40.5% | 72.2%-31.8pp | 76.6%-36.1pp | 67.9%-27.4pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $829 | $2,173-61.8% | $2,837-70.8% | $2,597-68.1% |
| Participant deferral / active EE | $1,174 | $3,779-68.9% | $4,656-74.8% | $4,028-70.8% |
| Admin fee / account holder | $421 | $6,113-93.1% | $7,493-94.4% | $5,404-92.2% |