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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 | $9,670 | $56,054-82.7% | $171,082-94.3% | $62,881-84.6% |
| Participation rate | 16.7% | 62.9%-46.2pp | 76.7%-60.0pp | 69.3%-52.6pp |
| Annual return | 7.49% | 22.52%-15.0pp | 32.56%-25.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $317 | $1,731-81.7% | $4,002-92.1% | $2,281-86.1% |
| Participant deferral / active EE | $405 | $3,158-87.2% | $4,797-91.6% | $3,203-87.3% |
| Admin fee / account holder | $453 | $3,647-87.6% | $8,520-94.7% | $4,296-89.4% |