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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 | $11,293 | $62,583-82.0% | $76,767-85.3% | $64,173-82.4% |
| Participation rate | 61.4% | 72.8%-11.4pp | 77.0%-15.5pp | 69.6%-8.1pp |
| Annual return | -4.58% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $798 | $1,832-56.5% | $2,485-67.9% | $2,381-66.5% |
| Participant deferral / active EE | $360 | $3,145-88.6% | $3,852-90.7% | $3,470-89.6% |
| Admin fee / account holder | $4,311 | $4,667-7.6% | $6,675-35.4% | $4,887-11.8% |