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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 | $8,507 | $79,694-89.3% | $96,192-91.2% | $79,389-89.3% |
| Participation rate | 62.4% | 54.0%+8.4pp | 68.4%-6.0pp | 70.7%-8.3pp |
| Annual return | 18.41% | 40.84%-22.4pp | 192.09%-173.7pp | 116.89%-98.5pp |
| Employer contribution / active EE | $1,033 | $1,443-28.5% | $2,799-63.1% | $2,428-57.5% |
| Participant deferral / active EE | $659 | $2,539-74.0% | $4,351-84.9% | $4,046-83.7% |
| Admin fee / account holder | $635 | $630+0.8% | $5,539-88.5% | $626+1.4% |