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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 | $22,691 | $62,583-63.7% | $76,767-70.4% | $64,173-64.6% |
| Participation rate | 60.9% | 72.8%-11.9pp | 77.0%-16.0pp | 69.6%-8.6pp |
| Annual return | -3.82% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $492 | $1,832-73.1% | $2,485-80.2% | $2,381-79.3% |
| Participant deferral / active EE | $1,300 | $3,145-58.7% | $3,852-66.2% | $3,470-62.5% |
| Admin fee / account holder | $7,190 | $4,667+54.1% | $6,675+7.7% | $4,887+47.1% |