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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 | $14,348 | $60,349-76.2% | $74,184-80.7% | $62,881-77.2% |
| Participation rate | 64.1% | 72.7%-8.6pp | 76.6%-12.5pp | 69.3%-5.2pp |
| Annual return | 7.82% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $385 | $1,680-77.1% | $2,370-83.8% | $2,281-83.1% |
| Participant deferral / active EE | $1,037 | $2,856-63.7% | $3,550-70.8% | $3,203-67.6% |
| Admin fee / account holder | $608 | $4,261-85.7% | $5,586-89.1% | $4,296-85.8% |