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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 | $26,584 | $82,028-67.6% | $123,105-78.4% | $59,633-55.4% |
| Participation rate | 58.0% | 83.2%-25.2pp | 86.8%-28.8pp | 68.7%-10.6pp |
| Annual return | 2.32% | 5.12%-2.8pp | 13.22%-10.9pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $1,223 | $3,297-62.9% | $5,151-76.3% | $2,203-44.5% |
| Participant deferral / active EE | $1,888 | $4,667-59.5% | $6,229-69.7% | $3,192-40.8% |
| Admin fee / account holder | $620 | $5,879-89.5% | $9,014-93.1% | $4,297-85.6% |