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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 | $15,895 | $62,583-74.6% | $76,767-79.3% | $64,173-75.2% |
| Participation rate | 31.8% | 72.8%-41.0pp | 77.0%-45.1pp | 69.6%-37.8pp |
| Annual return | -7.41% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,446 | $1,832-21.1% | $2,485-41.8% | $2,381-39.3% |
| Participant deferral / active EE | $593 | $3,145-81.2% | $3,852-84.6% | $3,470-82.9% |
| Admin fee / account holder | $1,670 | $4,667-64.2% | $6,675-75.0% | $4,887-65.8% |