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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 | $8,718 | $53,596-83.7% | $90,657-90.4% | $64,173-86.4% |
| Participation rate | 24.1% | 64.5%-40.4pp | 74.0%-49.9pp | 69.6%-45.4pp |
| Annual return | -6.93% | 4.41%-11.3pp | 1.89%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $391 | $1,503-74.0% | $2,532-84.6% | $2,381-83.6% |
| Participant deferral / active EE | $519 | $2,459-78.9% | $3,424-84.8% | $3,470-85.0% |
| Admin fee / account holder | $2,154 | $3,868-44.3% | $4,994-56.9% | $4,887-55.9% |