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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 | $21,932 | $62,589-65.0% | $76,768-71.4% | $64,173-65.8% |
| Participation rate | 18.3% | 72.8%-54.5pp | 77.0%-58.7pp | 69.6%-51.3pp |
| Annual return | -4.16% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $522 | $1,832-71.5% | $2,485-79.0% | $2,381-78.1% |
| Participant deferral / active EE | $817 | $3,145-74.0% | $3,852-78.8% | $3,470-76.4% |
| Admin fee / account holder | $307 | $4,667-93.4% | $6,675-95.4% | $4,887-93.7% |