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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 | $7,389 | $104,251-92.9% | $91,004-91.9% | $147,586-95.0% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.6%-47.0pp | 82.8%-54.3pp |
| Annual return | 14.59% | 27.06%-12.5pp | 4.60%+10.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $472 | $3,116-84.9% | $2,456-80.8% | $4,876-90.3% |
| Participant deferral / active EE | $712 | $4,195-83.0% | $3,548-79.9% | $5,439-86.9% |
| Admin fee / account holder | $2,336 | $8,948-73.9% | $5,417-56.9% | $10,886-78.5% |