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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 | $23,510 | $53,412-56.0% | $68,509-65.7% | $52,331-55.1% |
| Participation rate | 35.7% | 71.7%-36.0pp | 74.7%-39.1pp | 68.1%-32.5pp |
| Annual return | -1.31% | 3.42%-4.7pp | 8.27%-9.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $325 | $1,607-79.8% | $2,278-85.7% | $1,882-82.7% |
| Participant deferral / active EE | $681 | $2,688-74.7% | $3,382-79.9% | $3,022-77.5% |
| Admin fee / account holder | $2,967 | $461+543.7% | $5,275-43.8% | $592+401.5% |