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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 | $13,748 | $54,380-74.7% | $68,509-79.9% | $59,632-76.9% |
| Participation rate | 57.3% | 70.2%-12.9pp | 74.7%-17.4pp | 68.7%-11.4pp |
| Annual return | -1.02% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $789 | $1,539-48.7% | $2,278-65.4% | $2,203-64.2% |
| Participant deferral / active EE | $866 | $2,643-67.2% | $3,382-74.4% | $3,192-72.9% |
| Admin fee / account holder | $671 | $3,885-82.7% | $5,275-87.3% | $4,297-84.4% |