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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 | $8,714 | $77,816-88.8% | $123,549-92.9% | $64,181-86.4% |
| Participation rate | 65.1% | 74.7%-9.6pp | 82.3%-17.2pp | 69.6%-4.5pp |
| Annual return | 1.85% | 12.49%-10.6pp | 119.20%-117.3pp | 7.63%-5.8pp |
| Employer contribution / active EE | $993 | $3,014-67.0% | $4,628-78.5% | $2,381-58.3% |
| Participant deferral / active EE | $1,681 | $5,240-67.9% | $6,426-73.8% | $3,470-51.5% |
| Admin fee / account holder | $956 | $5,519-82.7% | $9,284-89.7% | $4,887-80.4% |