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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 | $12,373 | $47,944-74.2% | $67,834-81.8% | $62,881-80.3% |
| Participation rate | 59.0% | 61.1%-2.0pp | 68.8%-9.8pp | 69.3%-10.3pp |
| Annual return | 6.61% | 11.77%-5.2pp | 138.47%-131.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $453 | $1,562-71.0% | $2,403-81.2% | $2,281-80.2% |
| Participant deferral / active EE | $605 | $2,247-73.1% | $3,160-80.8% | $3,203-81.1% |
| Admin fee / account holder | $397 | $3,712-89.3% | $4,622-91.4% | $4,296-90.8% |