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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 | $7,786 | $83,485-90.7% | $125,192-93.8% | $72,975-89.3% |
| Participation rate | 44.7% | 73.3%-28.6pp | 79.8%-35.0pp | 69.5%-24.8pp |
| Annual return | 32.90% | 25.77%+7.1pp | 43.79%-10.9pp | 81.01%-48.1pp |
| Employer contribution / active EE | $781 | $2,346-66.7% | $3,866-79.8% | $2,440-68.0% |
| Participant deferral / active EE | $1,514 | $3,586-57.8% | $4,937-69.3% | $3,608-58.0% |
| Admin fee / account holder | $617 | $5,518-88.8% | $9,704-93.6% | $5,124-88.0% |