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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 | $13,537 | $58,587-76.9% | $83,322-83.8% | $64,173-78.9% |
| Participation rate | 35.8% | 72.0%-36.2pp | 77.8%-42.0pp | 69.6%-33.8pp |
| Annual return | -6.54% | 9.65%-16.2pp | 10.64%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $315 | $2,098-85.0% | $3,379-90.7% | $2,381-86.8% |
| Participant deferral / active EE | $780 | $4,654-83.2% | $5,565-86.0% | $3,470-77.5% |
| Admin fee / account holder | $2,049 | $9,279-77.9% | $7,540-72.8% | $4,887-58.1% |