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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 | $6,615 | $71,873-90.8% | $86,698-92.4% | $68,490-90.3% |
| Participation rate | 55.0% | 72.2%-17.2pp | 76.6%-21.6pp | 67.9%-12.9pp |
| Annual return | -16.96% | 3.54%-20.5pp | 35.96%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $597 | $2,173-72.6% | $2,837-79.0% | $2,597-77.0% |
| Participant deferral / active EE | $1,667 | $3,779-55.9% | $4,656-64.2% | $4,028-58.6% |
| Admin fee / account holder | $748 | $6,110-87.8% | $7,492-90.0% | $5,403-86.2% |