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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 | $8,207 | $56,894-85.6% | $84,753-90.3% | $62,881-86.9% |
| Participation rate | 25.7% | 68.5%-42.8pp | 76.6%-50.9pp | 69.3%-43.6pp |
| Annual return | 15.26% | 6.30%+9.0pp | 22.78%-7.5pp | 20.14%-4.9pp |
| Employer contribution / active EE | $718 | $2,400-70.1% | $3,574-79.9% | $2,281-68.5% |
| Participant deferral / active EE | $857 | $2,709-68.4% | $3,712-76.9% | $3,203-73.2% |
| Admin fee / account holder | $421 | $3,581-88.2% | $5,333-92.1% | $4,296-90.2% |