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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 | $6,235 | $43,496-85.7% | $161,489-96.1% | $64,340-90.3% |
| Participation rate | 68.4% | 53.5%+14.9pp | 78.7%-10.3pp | 55.2%+13.2pp |
| Annual return | 11.28% | 20.76%-9.5pp | 89.72%-78.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $1,208 | $1,431-15.6% | $4,268-71.7% | $1,862-35.1% |
| Participant deferral / active EE | $132 | $1,996-93.4% | $5,630-97.7% | $2,980-95.6% |
| Admin fee / account holder | $674 | $2,330-71.1% | $16,006-95.8% | $3,703-81.8% |