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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 | $9,345 | $47,944-80.5% | $67,834-86.2% | $62,881-85.1% |
| Participation rate | 7.7% | 61.1%-53.4pp | 68.8%-61.1pp | 69.3%-61.6pp |
| Annual return | 12.27% | 11.77%+0.5pp | 138.47%-126.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $338 | $1,562-78.4% | $2,403-86.0% | $2,281-85.2% |
| Participant deferral / active EE | $358 | $2,247-84.0% | $3,160-88.7% | $3,203-88.8% |
| Admin fee / account holder | $2,335 | $3,712-37.1% | $4,622-49.5% | $4,296-45.7% |