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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 | $7,666 | $37,463-79.5% | $77,100-90.1% | $66,949-88.5% |
| Participation rate | 30.4% | 52.9%-22.6pp | 67.9%-37.6pp | 69.8%-39.5pp |
| Annual return | -17.91% | -3.25%-14.7pp | 42.35%-60.3pp | 1.57%-19.5pp |
| Employer contribution / active EE | $506 | $1,535-67.0% | $2,815-82.0% | $2,545-80.1% |
| Participant deferral / active EE | $193 | $2,621-92.6% | $4,430-95.6% | $4,239-95.4% |
| Admin fee / account holder | $389 | $568-31.6% | $5,443-92.9% | $594-34.5% |