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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 | $3,601 | $84,518-95.7% | $67,704-94.7% | $125,389-97.1% |
| Participation rate | 28.6% | 74.8%-46.2pp | 67.5%-38.9pp | 83.2%-54.6pp |
| Annual return | -2.19% | 2.57%-4.8pp | 25.41%-27.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $396 | $3,292-88.0% | $2,559-84.5% | $4,866-91.9% |
| Participant deferral / active EE | $572 | $4,430-87.1% | $3,585-84.0% | $5,352-89.3% |
| Admin fee / account holder | $4,914 | $5,340-8.0% | $4,255+15.5% | $9,541-48.5% |