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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 | $10,928 | $59,819-81.7% | $79,583-86.3% | $68,490-84.0% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -17.42% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $531 | $1,505-64.7% | $2,414-78.0% | $2,597-79.6% |
| Participant deferral / active EE | $1,169 | $3,025-61.3% | $3,986-70.7% | $4,028-71.0% |
| Admin fee / account holder | $3,657 | $4,835-24.4% | $6,835-46.5% | $5,403-32.3% |