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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 | $8,090 | $48,078-83.2% | $78,676-89.7% | $62,881-87.1% |
| Participation rate | 21.2% | 65.2%-44.1pp | 73.6%-52.4pp | 69.3%-48.2pp |
| Annual return | 12.61% | 31.36%-18.8pp | 62.19%-49.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $488 | $2,015-75.8% | $2,850-82.9% | $2,281-78.6% |
| Participant deferral / active EE | $649 | $2,587-74.9% | $3,517-81.6% | $3,203-79.7% |
| Admin fee / account holder | $324 | $3,206-89.9% | $4,510-92.8% | $4,296-92.5% |