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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 | $7,956 | $72,492-89.0% | $87,102-90.9% | $72,983-89.1% |
| Participation rate | 45.9% | 72.8%-26.9pp | 76.9%-31.0pp | 69.5%-23.6pp |
| Annual return | 21.08% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $801 | $1,894-57.7% | $2,521-68.2% | $2,440-67.2% |
| Participant deferral / active EE | $906 | $3,270-72.3% | $4,048-77.6% | $3,608-74.9% |
| Admin fee / account holder | $1,942 | $5,055-61.6% | $7,491-74.1% | $5,124-62.1% |