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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 | $12,312 | $71,873-82.9% | $86,698-85.8% | $68,490-82.0% |
| Participation rate | 51.2% | 72.2%-21.1pp | 76.6%-25.4pp | 67.9%-16.7pp |
| Annual return | -17.62% | 3.54%-21.2pp | 35.96%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $862 | $2,173-60.3% | $2,837-69.6% | $2,597-66.8% |
| Participant deferral / active EE | $1,273 | $3,779-66.3% | $4,656-72.7% | $4,028-68.4% |
| Admin fee / account holder | $1,000 | $6,110-83.6% | $7,492-86.6% | $5,403-81.5% |