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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 | $8,599 | $93,064-90.8% | $74,577-88.5% | $273,972-96.9% |
| Participation rate | 23.5% | 74.9%-51.4pp | 68.1%-44.6pp | 83.0%-59.5pp |
| Annual return | 5.20% | 26.18%-21.0pp | 20.47%-15.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $78 | $3,160-97.5% | $2,525-96.9% | $4,869-98.4% |
| Participant deferral / active EE | $157 | $4,160-96.2% | $3,458-95.4% | $5,287-97.0% |
| Admin fee / account holder | $3,401 | $5,273-35.5% | $4,138-17.8% | $10,133-66.4% |