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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 | $14,945 | $72,620-79.4% | $90,760-83.5% | $66,938-77.7% |
| Participation rate | 58.7% | 73.7%-15.0pp | 75.7%-17.0pp | 69.8%-11.1pp |
| Annual return | -14.49% | -12.28%-2.2pp | -12.16%-2.3pp | 1.58%-16.1pp |
| Employer contribution / active EE | $927 | $2,369-60.9% | $2,922-68.3% | $2,545-63.6% |
| Participant deferral / active EE | $1,752 | $3,979-56.0% | $4,565-61.6% | $4,238-58.7% |
| Admin fee / account holder | $865 | $707+22.3% | $8,444-89.8% | $594+45.7% |