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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 | $11,801 | $48,300-75.6% | $40,145,923-100.0% | $62,881-81.2% |
| Participation rate | 31.0% | 62.0%-31.1pp | 68.4%-37.5pp | 69.3%-38.4pp |
| Annual return | 7.23% | 6.95%+0.3pp | 5.24%+2.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $297 | $1,333-77.8% | $1,844-83.9% | $2,281-87.0% |
| Participant deferral / active EE | $758 | $2,388-68.3% | $2,591-70.7% | $3,203-76.3% |
| Admin fee / account holder | $578 | $2,919-80.2% | $2,903-80.1% | $4,296-86.5% |