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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 | $7,768 | $81,276-90.4% | $155,574-95.0% | $80,925-90.4% |
| Participation rate | 20.9% | 66.2%-45.3pp | 78.2%-57.3pp | 67.7%-46.7pp |
| Annual return | 15.22% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $406 | $3,103-86.9% | $4,676-91.3% | $2,756-85.3% |
| Participant deferral / active EE | $578 | $3,453-83.3% | $5,629-89.7% | $4,299-86.6% |
| Admin fee / account holder | $781 | $7,993-90.2% | $15,914-95.1% | $6,940-88.7% |