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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 | $10,306 | $77,816-86.8% | $123,552-91.7% | $64,173-83.9% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | -5.69% | 12.49%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $673 | $3,014-77.7% | $4,628-85.4% | $2,381-71.7% |
| Participant deferral / active EE | $935 | $5,240-82.2% | $6,426-85.5% | $3,470-73.1% |
| Admin fee / account holder | $2,565 | $5,519-53.5% | $9,285-72.4% | $4,887-47.5% |