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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 | $9,821 | $43,075-77.2% | $74,577-86.8% | $62,881-84.4% |
| Participation rate | 28.3% | 58.1%-29.8pp | 68.1%-39.9pp | 69.3%-41.0pp |
| Annual return | 6.82% | 17.50%-10.7pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $294 | $1,498-80.4% | $2,525-88.3% | $2,281-87.1% |
| Participant deferral / active EE | $576 | $2,389-75.9% | $3,458-83.3% | $3,203-82.0% |
| Admin fee / account holder | $486 | $2,840-82.9% | $4,138-88.3% | $4,296-88.7% |