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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 | $10,339 | $59,834-82.7% | $79,576-87.0% | $68,495-84.9% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.5%-32.6pp | 67.9%-31.0pp |
| Annual return | -7.13% | -12.30%+5.2pp | 0.15%-7.3pp | -7.84%+0.7pp |
| Employer contribution / active EE | $1,206 | $1,505-19.9% | $2,413-50.0% | $2,596-53.6% |
| Participant deferral / active EE | $583 | $3,024-80.7% | $3,985-85.4% | $4,028-85.5% |
| Admin fee / account holder | $6,655 | $4,835+37.6% | $6,834-2.6% | $5,403+23.2% |