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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 | $7,999 | $88,707-91.0% | $74,184-89.2% | $273,972-97.1% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | 5.09% | 11.94%-6.9pp | 17.74%-12.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $954 | $3,159-69.8% | $2,370-59.8% | $4,869-80.4% |
| Participant deferral / active EE | $391 | $4,212-90.7% | $3,550-89.0% | $5,287-92.6% |
| Admin fee / account holder | $1,670 | $8,717-80.8% | $5,586-70.1% | $10,133-83.5% |