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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 | $7,489 | $51,708-85.5% | $106,619-93.0% | $62,881-88.1% |
| Participation rate | 44.8% | 66.9%-22.0pp | 78.0%-33.2pp | 69.3%-24.5pp |
| Annual return | 6.63% | 4.69%+1.9pp | 9.42%-2.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $806 | $1,764-54.3% | $3,947-79.6% | $2,281-64.7% |
| Participant deferral / active EE | $919 | $2,315-60.3% | $3,930-76.6% | $3,203-71.3% |
| Admin fee / account holder | $474 | $3,349-85.9% | $6,418-92.6% | $4,296-89.0% |