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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 | $15,337 | $72,404-78.8% | $110,243-86.1% | $64,173-76.1% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.2pp |
| Annual return | -6.58% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $619 | $2,282-72.9% | $3,827-83.8% | $2,381-74.0% |
| Participant deferral / active EE | $1,102 | $3,469-68.2% | $4,672-76.4% | $3,470-68.2% |
| Admin fee / account holder | $789 | $5,664-86.1% | $8,548-90.8% | $4,887-83.8% |