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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 | $10,356 | $78,694-86.8% | $67,652-84.7% | $125,389-91.7% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 83.2%-15.0pp |
| Annual return | -0.75% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $665 | $3,044-78.2% | $2,266-70.7% | $4,866-86.3% |
| Participant deferral / active EE | $672 | $4,292-84.4% | $3,560-81.1% | $5,352-87.4% |
| Admin fee / account holder | $5,407 | $7,403-27.0% | $4,821+12.2% | $9,541-43.3% |