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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 | $6,568 | $65,027-89.9% | $90,970-92.8% | $79,852-91.8% |
| Participation rate | 11.8% | 61.6%-49.8pp | 69.0%-57.2pp | 69.6%-57.9pp |
| Annual return | 38.68% | 30.45%+8.2pp | 134.58%-95.9pp | 31.72%+7.0pp |
| Employer contribution / active EE | $291 | $1,247-76.7% | $2,122-86.3% | $2,471-88.2% |
| Participant deferral / active EE | $292 | $2,512-88.4% | $3,373-91.4% | $3,740-92.2% |
| Admin fee / account holder | $405 | $4,535-91.1% | $5,960-93.2% | $5,306-92.4% |