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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 | $8,515 | $77,962-89.1% | $178,540-95.2% | $80,935-89.5% |
| Participation rate | 36.0% | 65.7%-29.7pp | 77.1%-41.1pp | 67.7%-31.7pp |
| Annual return | 10.81% | 18.10%-7.3pp | 27.15%-16.3pp | 35.66%-24.9pp |
| Employer contribution / active EE | $608 | $2,280-73.3% | $3,953-84.6% | $2,757-77.9% |
| Participant deferral / active EE | $1,302 | $4,404-70.4% | $6,281-79.3% | $4,299-69.7% |
| Admin fee / account holder | $328 | $7,156-95.4% | $10,424-96.9% | $6,924-95.3% |