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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 | $11,933 | $84,499-85.9% | $125,391-90.5% | $66,949-82.2% |
| Participation rate | 54.1% | 76.4%-22.4pp | 82.4%-28.3pp | 69.8%-15.8pp |
| Annual return | -8.08% | -8.49%+0.4pp | 572.41%-580.5pp | 1.57%-9.7pp |
| Employer contribution / active EE | $1,787 | $3,554-49.7% | $4,816-62.9% | $2,545-29.8% |
| Participant deferral / active EE | $3,210 | $6,785-52.7% | $7,448-56.9% | $4,239-24.3% |
| Admin fee / account holder | $848 | $685+23.7% | $10,009-91.5% | $594+42.8% |