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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 | $6,804 | $47,848-85.8% | $81,473-91.6% | $70,126-90.3% |
| Participation rate | 23.3% | 58.3%-34.9pp | 68.0%-44.6pp | 69.5%-46.2pp |
| Annual return | 29.08% | 27.25%+1.8pp | 38.78%-9.7pp | 73.15%-44.1pp |
| Employer contribution / active EE | $480 | $1,527-68.6% | $2,568-81.3% | $2,343-79.5% |
| Participant deferral / active EE | $638 | $2,453-74.0% | $3,537-82.0% | $3,332-80.8% |
| Admin fee / account holder | $304 | $3,145-90.3% | $4,561-93.3% | $4,645-93.5% |