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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 | $6,101 | $52,306-88.3% | $69,779-91.3% | $62,881-90.3% |
| Participation rate | 47.0% | 67.2%-20.2pp | 71.8%-24.8pp | 69.3%-22.3pp |
| Annual return | 6.56% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $377 | $1,799-79.1% | $2,338-83.9% | $2,281-83.5% |
| Participant deferral / active EE | $713 | $2,395-70.2% | $2,931-75.7% | $3,203-77.8% |
| Admin fee / account holder | $846 | $3,691-77.1% | $4,381-80.7% | $4,296-80.3% |