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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 | $5,044 | $62,589-91.9% | $76,768-93.4% | $64,173-92.1% |
| Participation rate | 66.0% | 72.8%-6.9pp | 77.0%-11.0pp | 69.6%-3.6pp |
| Annual return | -6.64% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $696 | $1,832-62.0% | $2,485-72.0% | $2,381-70.8% |
| Participant deferral / active EE | $745 | $3,145-76.3% | $3,852-80.6% | $3,470-78.5% |
| Admin fee / account holder | $384 | $4,667-91.8% | $6,675-94.2% | $4,887-92.1% |