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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 | $11,788 | $113,941-89.7% | $94,229-87.5% | $125,389-90.6% |
| Participation rate | 31.6% | 82.9%-51.3pp | 78.8%-47.2pp | 83.2%-51.6pp |
| Annual return | -3.05% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $937 | $4,727-80.2% | $3,587-73.9% | $4,866-80.8% |
| Participant deferral / active EE | $1,099 | $5,179-78.8% | $4,320-74.6% | $5,352-79.5% |
| Admin fee / account holder | $301 | $8,392-96.4% | $6,269-95.2% | $9,541-96.8% |