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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 | $6,789 | $99,345-93.2% | $84,753-92.0% | $273,972-97.5% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 3.24% | 22.93%-19.7pp | 22.78%-19.5pp | 41.46%-38.2pp |
| Employer contribution / active EE | $7,698 | $4,214+82.7% | $3,574+115.4% | $4,869+58.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,538 | $6,645-76.9% | $5,333-71.2% | $10,133-84.8% |