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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 | $8,130 | $56,054-85.5% | $171,082-95.2% | $62,881-87.1% |
| Participation rate | 64.2% | 62.9%+1.3pp | 76.7%-12.5pp | 69.3%-5.1pp |
| Annual return | 5.45% | 22.52%-17.1pp | 32.56%-27.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $268 | $1,731-84.5% | $4,002-93.3% | $2,281-88.3% |
| Participant deferral / active EE | $982 | $3,158-68.9% | $4,797-79.5% | $3,203-69.3% |
| Admin fee / account holder | $2,052 | $3,647-43.7% | $8,520-75.9% | $4,296-52.2% |