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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 | $14,459 | $72,177-80.0% | $115,037-87.4% | $59,633-75.8% |
| Participation rate | 51.7% | 72.6%-20.9pp | 81.4%-29.7pp | 68.7%-17.0pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $590 | $2,841-79.3% | $4,608-87.2% | $2,203-73.2% |
| Participant deferral / active EE | $1,141 | $4,783-76.1% | $6,026-81.1% | $3,192-64.2% |
| Admin fee / account holder | $799 | $4,927-83.8% | $8,175-90.2% | $4,297-81.4% |