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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 | $7,899 | $47,848-83.5% | $81,473-90.3% | $70,126-88.7% |
| Participation rate | 23.1% | 58.3%-35.2pp | 68.0%-44.9pp | 69.5%-46.5pp |
| Annual return | 18.42% | 27.25%-8.8pp | 38.78%-20.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $327 | $1,527-78.6% | $2,568-87.3% | $2,343-86.0% |
| Participant deferral / active EE | $360 | $2,453-85.3% | $3,537-89.8% | $3,332-89.2% |
| Admin fee / account holder | $926 | $3,145-70.6% | $4,561-79.7% | $4,645-80.1% |