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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 | $8,027 | $72,027-88.9% | $185,861-95.7% | $79,856-89.9% |
| Participation rate | 66.7% | 65.8%+0.9pp | 78.0%-11.4pp | 69.6%-3.0pp |
| Annual return | 12.00% | 23.13%-11.1pp | 35.96%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $449 | $1,965-77.1% | $4,088-89.0% | $2,471-81.8% |
| Participant deferral / active EE | $669 | $3,780-82.3% | $5,634-88.1% | $3,741-82.1% |
| Admin fee / account holder | $963 | $4,513-78.7% | $9,503-89.9% | $5,306-81.9% |