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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 | $13,922 | $62,583-77.8% | $76,767-81.9% | $64,173-78.3% |
| Participation rate | 64.0% | 72.8%-8.8pp | 77.0%-12.9pp | 69.6%-5.5pp |
| Annual return | 1.71% | -1.95%+3.7pp | 2.43%-0.7pp | 7.63%-5.9pp |
| Employer contribution / active EE | $781 | $1,832-57.4% | $2,485-68.6% | $2,381-67.2% |
| Participant deferral / active EE | $1,150 | $3,145-63.4% | $3,852-70.1% | $3,470-66.9% |
| Admin fee / account holder | $2,804 | $4,667-39.9% | $6,675-58.0% | $4,887-42.6% |