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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 | $11,960 | $70,002-82.9% | $115,038-89.6% | $52,331-77.1% |
| Participation rate | 50.0% | 72.1%-22.1pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,670 | $2,715-38.5% | $4,608-63.8% | $1,882-11.2% |
| Participant deferral / active EE | $2,182 | $4,920-55.6% | $6,026-63.8% | $3,022-27.8% |
| Admin fee / account holder | $1,854 | $566+227.6% | $8,175-77.3% | $592+213.4% |