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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 | $9,536 | $71,197-86.6% | $93,669-89.8% | $80,925-88.2% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 11.64% | 11.27%+0.4pp | 133.59%-122.0pp | 35.65%-24.0pp |
| Employer contribution / active EE | $428 | $1,565-72.6% | $2,424-82.3% | $2,756-84.5% |
| Participant deferral / active EE | $559 | $4,036-86.2% | $4,416-87.4% | $4,299-87.0% |
| Admin fee / account holder | $606 | $6,959-91.3% | $8,291-92.7% | $6,940-91.3% |