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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 | $7,972 | $45,050-82.3% | $63,018-87.4% | $70,126-88.6% |
| Participation rate | 28.3% | 69.5%-41.2pp | 74.8%-46.5pp | 69.5%-41.3pp |
| Annual return | 15.14% | 18.76%-3.6pp | 87.62%-72.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $405 | $2,052-80.3% | $2,761-85.3% | $2,343-82.7% |
| Participant deferral / active EE | $519 | $2,466-78.9% | $3,330-84.4% | $3,332-84.4% |
| Admin fee / account holder | $320 | $2,834-88.7% | $3,601-91.1% | $4,645-93.1% |