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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 | $6,257 | $56,544-88.9% | $75,501-91.7% | $70,124-91.1% |
| Participation rate | 48.3% | 68.1%-19.8pp | 72.4%-24.1pp | 69.5%-21.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 27.35%-27.4pp | 73.14%-73.1pp |
| Employer contribution / active EE | $642 | $1,817-64.7% | $2,352-72.7% | $2,342-72.6% |
| Participant deferral / active EE | $861 | $2,580-66.6% | $3,142-72.6% | $3,332-74.2% |
| Admin fee / account holder | $638 | $3,827-83.3% | $5,801-89.0% | $4,645-86.3% |