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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 | $8,009 | $96,558-91.7% | $80,977-90.1% | $273,972-97.1% |
| Participation rate | 31.3% | 79.1%-47.8pp | 75.8%-44.6pp | 83.0%-51.8pp |
| Annual return | 12.91% | 15.14%-2.2pp | 17.11%-4.2pp | 41.46%-28.5pp |
| Employer contribution / active EE | $846 | $4,869-82.6% | $3,715-77.2% | $4,869-82.6% |
| Participant deferral / active EE | $1,093 | $6,598-83.4% | $5,696-80.8% | $5,287-79.3% |
| Admin fee / account holder | $481 | $7,493-93.6% | $5,517-91.3% | $10,133-95.3% |