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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 | $10,048 | $60,165-83.3% | $74,184-86.5% | $55,167-81.8% |
| Participation rate | 52.9% | 74.2%-21.2pp | 76.6%-23.7pp | 69.0%-16.0pp |
| Annual return | 8.37% | 10.00%-1.6pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $715 | $1,600-55.3% | $2,370-69.8% | $1,963-63.6% |
| Participant deferral / active EE | $745 | $2,973-74.9% | $3,550-79.0% | $3,054-75.6% |
| Admin fee / account holder | $693 | $419+65.3% | $5,586-87.6% | $504+37.6% |