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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 | $7,761 | $42,383-81.7% | $76,518-89.9% | $64,173-87.9% |
| Participation rate | 29.7% | 58.1%-28.4pp | 68.0%-38.3pp | 69.6%-39.8pp |
| Annual return | -8.65% | -16.54%+7.9pp | -0.27%-8.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $306 | $1,563-80.4% | $2,647-88.4% | $2,381-87.1% |
| Participant deferral / active EE | $410 | $2,566-84.0% | $3,836-89.3% | $3,470-88.2% |
| Admin fee / account holder | $1,629 | $3,198-49.1% | $4,849-66.4% | $4,887-66.7% |