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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 | $7,290 | $64,311-88.7% | $57,356-87.3% | $125,389-94.2% |
| Participation rate | 43.5% | 78.6%-35.2pp | 75.1%-31.6pp | 83.2%-39.7pp |
| Annual return | -2.37% | 25.14%-27.5pp | 24.41%-26.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $407 | $3,193-87.2% | $2,689-84.9% | $4,866-91.6% |
| Participant deferral / active EE | $521 | $3,846-86.4% | $3,162-83.5% | $5,352-90.3% |
| Admin fee / account holder | $605 | $5,243-88.5% | $3,357-82.0% | $9,541-93.7% |