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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 | $9,981 | $70,002-85.7% | $115,038-91.3% | $52,331-80.9% |
| Participation rate | 69.4% | 72.1%-2.8pp | 81.4%-12.0pp | 68.1%+1.3pp |
| Annual return | 6.17% | 4.04%+2.1pp | 26.14%-20.0pp | 4.54%+1.6pp |
| Employer contribution / active EE | $600 | $2,715-77.9% | $4,608-87.0% | $1,882-68.1% |
| Participant deferral / active EE | $1,608 | $4,920-67.3% | $6,026-73.3% | $3,022-46.8% |
| Admin fee / account holder | $431 | $566-23.8% | $8,175-94.7% | $592-27.1% |