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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 | $8,481 | $81,358-89.6% | $155,556-94.5% | $80,959-89.5% |
| Participation rate | 12.0% | 66.3%-54.2pp | 78.2%-66.2pp | 67.7%-55.6pp |
| Annual return | 12.33% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $457 | $3,106-85.3% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $861 | $3,455-75.1% | $5,631-84.7% | $4,300-80.0% |
| Admin fee / account holder | $2,441 | $7,994-69.5% | $15,885-84.6% | $6,925-64.8% |