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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 | $8,980 | $81,331-89.0% | $155,534-94.2% | $80,935-88.9% |
| Participation rate | 43.6% | 66.3%-22.7pp | 78.2%-34.6pp | 67.7%-24.1pp |
| Annual return | 11.01% | 33.37%-22.4pp | 64.92%-53.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $500 | $3,105-83.9% | $4,675-89.3% | $2,757-81.9% |
| Participant deferral / active EE | $418 | $3,454-87.9% | $5,630-92.6% | $4,299-90.3% |
| Admin fee / account holder | $2,551 | $7,999-68.1% | $15,900-84.0% | $6,924-63.2% |