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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 | $2,835 | $52,306-94.6% | $69,779-95.9% | $62,881-95.5% |
| Participation rate | 21.9% | 67.2%-45.3pp | 71.8%-49.9pp | 69.3%-47.4pp |
| Annual return | 7.00% | 13.35%-6.4pp | 12.99%-6.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $321 | $1,799-82.1% | $2,338-86.3% | $2,281-85.9% |
| Participant deferral / active EE | $323 | $2,395-86.5% | $2,931-89.0% | $3,203-89.9% |
| Admin fee / account holder | $572 | $3,691-84.5% | $4,381-86.9% | $4,296-86.7% |