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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 | $6,638 | $59,813-88.9% | $79,580-91.7% | $68,486-90.3% |
| Participation rate | 22.0% | 61.1%-39.1pp | 69.5%-47.5pp | 67.9%-45.9pp |
| Annual return | -7.97% | -12.30%+4.3pp | 0.15%-8.1pp | -7.85%-0.1pp |
| Employer contribution / active EE | $466 | $1,505-69.0% | $2,413-80.7% | $2,597-82.0% |
| Participant deferral / active EE | $564 | $3,024-81.3% | $3,985-85.8% | $4,028-86.0% |
| Admin fee / account holder | $1,019 | $4,835-78.9% | $6,835-85.1% | $5,404-81.1% |