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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 | $18,725 | $62,583-70.1% | $76,767-75.6% | $64,173-70.8% |
| Participation rate | 43.9% | 72.8%-28.9pp | 77.0%-33.0pp | 69.6%-25.6pp |
| Annual return | -7.02% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $644 | $1,832-64.9% | $2,485-74.1% | $2,381-73.0% |
| Participant deferral / active EE | $941 | $3,145-70.1% | $3,852-75.6% | $3,470-72.9% |
| Admin fee / account holder | $2,016 | $4,667-56.8% | $6,675-69.8% | $4,887-58.7% |