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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 | $8,589 | $61,356-86.0% | $149,696-94.3% | $71,511-88.0% |
| Participation rate | 47.1% | 62.5%-15.5pp | 78.8%-31.7pp | 67.9%-20.9pp |
| Annual return | 15.89% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $446 | $2,382-81.3% | $4,821-90.7% | $2,589-82.8% |
| Participant deferral / active EE | $693 | $2,920-76.3% | $5,682-87.8% | $4,291-83.8% |
| Admin fee / account holder | $809 | $1,263-36.0% | $13,212-93.9% | $1,588-49.1% |