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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 | $14,564 | $56,484-74.2% | $169,452-91.4% | $64,173-77.3% |
| Participation rate | 39.8% | 64.5%-24.8pp | 77.8%-38.0pp | 69.6%-29.8pp |
| Annual return | -7.81% | -1.55%-6.3pp | 1.83%-9.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $591 | $1,832-67.8% | $4,157-85.8% | $2,381-75.2% |
| Participant deferral / active EE | $801 | $3,448-76.8% | $5,277-84.8% | $3,470-76.9% |
| Admin fee / account holder | $654 | $4,174-84.3% | $9,110-92.8% | $4,887-86.6% |