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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 | $21,618 | $62,583-65.5% | $76,767-71.8% | $64,173-66.3% |
| Participation rate | 67.1% | 72.8%-5.7pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -5.97% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $844 | $1,832-54.0% | $2,485-66.1% | $2,381-64.6% |
| Participant deferral / active EE | $1,080 | $3,145-65.7% | $3,852-72.0% | $3,470-68.9% |
| Admin fee / account holder | $2,126 | $4,667-54.4% | $6,675-68.1% | $4,887-56.5% |