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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 | $17,488 | $71,872-75.7% | $86,691-79.8% | $68,495-74.5% |
| Participation rate | 31.1% | 72.2%-41.1pp | 76.6%-45.5pp | 67.9%-36.8pp |
| Annual return | -9.08% | 3.53%-12.6pp | 35.94%-45.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $606 | $2,173-72.1% | $2,837-78.7% | $2,596-76.7% |
| Participant deferral / active EE | $1,345 | $3,779-64.4% | $4,656-71.1% | $4,028-66.6% |
| Admin fee / account holder | $4,649 | $6,112-23.9% | $7,492-38.0% | $5,403-14.0% |