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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 | $7,411 | $81,334-90.9% | $113,397-93.5% | $64,097-88.4% |
| Participation rate | 48.8% | 65.6%-16.8pp | 76.5%-27.7pp | 55.2%-6.4pp |
| Annual return | 0.00% | 32.50%-32.5pp | 23.20%-23.2pp | 34.64%-34.6pp |
| Employer contribution / active EE | $585 | $2,077-71.8% | $2,977-80.3% | $1,891-69.1% |
| Participant deferral / active EE | $1,058 | $3,795-72.1% | $5,076-79.2% | $3,080-65.6% |
| Admin fee / account holder | $833 | $4,208-80.2% | $11,957-93.0% | $3,454-75.9% |