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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 | $13,516 | $50,947-73.5% | $74,551-81.9% | $64,173-78.9% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | 7.83% | -1.85%+9.7pp | 32.53%-24.7pp | 7.63%+0.2pp |
| Employer contribution / active EE | $237 | $1,115-78.7% | $1,961-87.9% | $2,381-90.0% |
| Participant deferral / active EE | $444 | $2,302-80.7% | $3,108-85.7% | $3,470-87.2% |
| Admin fee / account holder | $414 | $4,221-90.2% | $5,059-91.8% | $4,887-91.5% |