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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 | $6,473 | $69,977-90.8% | $108,582-94.0% | $62,881-89.7% |
| Participation rate | 28.0% | 72.9%-44.9pp | 79.6%-51.6pp | 69.3%-41.3pp |
| Annual return | 8.87% | 10.73%-1.9pp | -51.70%+60.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $564 | $2,135-73.6% | $3,758-85.0% | $2,281-75.3% |
| Participant deferral / active EE | $736 | $3,165-76.7% | $4,311-82.9% | $3,203-77.0% |
| Admin fee / account holder | $1,411 | $5,076-72.2% | $7,645-81.5% | $4,296-67.1% |