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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 | $12,604 | $65,092-80.6% | $143,799-91.2% | $66,938-81.2% |
| Participation rate | 32.4% | 65.2%-32.8pp | 80.3%-47.9pp | 69.8%-37.4pp |
| Annual return | -13.54% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $448 | $2,362-81.0% | $4,952-91.0% | $2,545-82.4% |
| Participant deferral / active EE | $843 | $2,920-71.1% | $5,638-85.1% | $4,238-80.1% |
| Admin fee / account holder | $995 | $502+98.0% | $14,677-93.2% | $594+67.6% |