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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 | $6,955 | $78,690-91.2% | $161,489-95.7% | $87,485-92.0% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 13.90% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.2pp |
| Employer contribution / active EE | $780 | $2,588-69.9% | $4,268-81.7% | $2,596-70.0% |
| Participant deferral / active EE | $935 | $3,311-71.8% | $5,630-83.4% | $4,274-78.1% |
| Admin fee / account holder | $3,469 | $6,724-48.4% | $16,006-78.3% | $7,775-55.4% |