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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 | $5,747 | $71,878-92.0% | $86,698-93.4% | $68,486-91.6% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -15.16% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $820 | $2,173-62.3% | $2,837-71.1% | $2,597-68.4% |
| Participant deferral / active EE | $1,370 | $3,779-63.7% | $4,656-70.6% | $4,028-66.0% |
| Admin fee / account holder | $649 | $6,113-89.4% | $7,493-91.3% | $5,404-88.0% |