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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 | $16,940 | $61,214-72.3% | $83,323-79.7% | $56,287-69.9% |
| Participation rate | 23.7% | 72.6%-48.9pp | 77.8%-54.1pp | 69.9%-46.2pp |
| Annual return | -6.09% | 0.42%-6.5pp | 10.63%-16.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $455 | $1,925-76.4% | $3,379-86.5% | $2,111-78.5% |
| Participant deferral / active EE | $813 | $5,091-84.0% | $5,565-85.4% | $3,350-75.7% |
| Admin fee / account holder | $2,097 | $512+309.9% | $7,539-72.2% | $521+302.5% |