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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 | $9,208 | $49,791-81.5% | $78,210-88.2% | $70,131-86.9% |
| Participation rate | 12.0% | 62.3%-50.3pp | 68.7%-56.7pp | 69.5%-57.5pp |
| Annual return | 18.96% | 20.75%-1.8pp | 40.90%-21.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $246 | $1,430-82.8% | $2,034-87.9% | $2,342-89.5% |
| Participant deferral / active EE | $499 | $2,150-76.8% | $2,823-82.3% | $3,332-85.0% |
| Admin fee / account holder | $788 | $3,181-75.2% | $3,758-79.0% | $4,645-83.0% |