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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 | $7,744 | $81,358-90.5% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 17.2% | 66.3%-49.0pp | 78.2%-61.0pp | 67.7%-50.4pp |
| Annual return | 11.86% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $559 | $3,106-82.0% | $4,675-88.0% | $2,757-79.7% |
| Participant deferral / active EE | $640 | $3,455-81.5% | $5,631-88.6% | $4,300-85.1% |
| Admin fee / account holder | $3,688 | $7,994-53.9% | $15,885-76.8% | $6,925-46.7% |