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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 | $7,214 | $52,306-86.2% | $69,779-89.7% | $62,881-88.5% |
| Participation rate | 44.9% | 67.2%-22.3pp | 71.8%-26.9pp | 69.3%-24.4pp |
| Annual return | 7.43% | 13.35%-5.9pp | 12.99%-5.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $311 | $1,799-82.7% | $2,338-86.7% | $2,281-86.4% |
| Participant deferral / active EE | $794 | $2,395-66.9% | $2,931-72.9% | $3,203-75.2% |
| Admin fee / account holder | $689 | $3,691-81.3% | $4,381-84.3% | $4,296-84.0% |