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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 | $15,102 | $113,941-86.7% | $94,229-84.0% | $125,389-88.0% |
| Participation rate | 25.0% | 82.9%-57.9pp | 78.8%-53.8pp | 83.2%-58.2pp |
| Annual return | -3.40% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.6pp |
| Employer contribution / active EE | $814 | $4,727-82.8% | $3,587-77.3% | $4,866-83.3% |
| Participant deferral / active EE | $1,066 | $5,179-79.4% | $4,320-75.3% | $5,352-80.1% |
| Admin fee / account holder | $5,388 | $8,392-35.8% | $6,269-14.1% | $9,541-43.5% |