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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 | $16,844 | $71,872-76.6% | $86,691-80.6% | $68,495-75.4% |
| Participation rate | 35.8% | 72.2%-36.4pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -17.06% | 3.53%-20.6pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $756 | $2,173-65.2% | $2,837-73.4% | $2,596-70.9% |
| Participant deferral / active EE | $1,511 | $3,779-60.0% | $4,656-67.6% | $4,028-62.5% |
| Admin fee / account holder | $830 | $6,112-86.4% | $7,492-88.9% | $5,403-84.6% |