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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 | $10,093 | $56,484-82.1% | $169,452-94.0% | $64,173-84.3% |
| Participation rate | 17.1% | 64.5%-47.5pp | 77.8%-60.7pp | 69.6%-52.5pp |
| Annual return | -5.27% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $400 | $1,832-78.2% | $4,157-90.4% | $2,381-83.2% |
| Participant deferral / active EE | $936 | $3,448-72.8% | $5,277-82.3% | $3,470-73.0% |
| Admin fee / account holder | $9,705 | $4,174+132.5% | $9,110+6.5% | $4,887+98.6% |