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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 | $18,929 | $77,817-75.7% | $123,553-84.7% | $64,173-70.5% |
| Participation rate | 43.1% | 74.7%-31.6pp | 82.3%-39.2pp | 69.6%-26.5pp |
| Annual return | -5.95% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $730 | $3,014-75.8% | $4,628-84.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,727 | $5,240-67.1% | $6,426-73.1% | $3,470-50.2% |
| Admin fee / account holder | $6,418 | $5,519+16.3% | $9,284-30.9% | $4,887+31.3% |