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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 | $8,776 | $62,589-86.0% | $76,768-88.6% | $64,173-86.3% |
| Participation rate | 44.8% | 72.8%-28.0pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -7.26% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $625 | $1,832-65.9% | $2,485-74.8% | $2,381-73.7% |
| Participant deferral / active EE | $938 | $3,145-70.2% | $3,852-75.6% | $3,470-73.0% |
| Admin fee / account holder | $1,732 | $4,667-62.9% | $6,675-74.0% | $4,887-64.6% |