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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 | $8,482 | $56,484-85.0% | $169,452-95.0% | $64,173-86.8% |
| Participation rate | 29.5% | 64.5%-35.0pp | 77.8%-48.2pp | 69.6%-40.0pp |
| Annual return | -6.09% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $528 | $1,832-71.2% | $4,157-87.3% | $2,381-77.8% |
| Participant deferral / active EE | $646 | $3,448-81.3% | $5,277-87.8% | $3,470-81.4% |
| Admin fee / account holder | $5,086 | $4,174+21.8% | $9,110-44.2% | $4,887+4.1% |