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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 | $8,092 | $55,684-85.5% | $75,900-89.3% | $72,976-88.9% |
| Participation rate | 21.3% | 61.1%-39.9pp | 69.3%-48.0pp | 69.5%-48.2pp |
| Annual return | 40.08% | 27.60%+12.5pp | 30.73%+9.3pp | 81.02%-40.9pp |
| Employer contribution / active EE | $530 | $1,687-68.6% | $2,501-78.8% | $2,440-78.3% |
| Participant deferral / active EE | $893 | $2,634-66.1% | $3,604-75.2% | $3,608-75.2% |
| Admin fee / account holder | $339 | $3,981-91.5% | $5,421-93.7% | $5,124-93.4% |