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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 | $6,316 | $81,358-92.2% | $155,556-95.9% | $80,959-92.2% |
| Participation rate | 45.9% | 66.3%-20.3pp | 78.2%-32.3pp | 67.7%-21.7pp |
| Annual return | 13.65% | 33.39%-19.7pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $614 | $3,106-80.2% | $4,675-86.9% | $2,757-77.7% |
| Participant deferral / active EE | $687 | $3,455-80.1% | $5,631-87.8% | $4,300-84.0% |
| Admin fee / account holder | $886 | $7,994-88.9% | $15,885-94.4% | $6,925-87.2% |