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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 | $6,445 | $48,364-86.7% | $71,796-91.0% | $62,881-89.8% |
| Participation rate | 38.1% | 60.6%-22.5pp | 69.1%-31.0pp | 69.3%-31.2pp |
| Annual return | 9.51% | 13.16%-3.6pp | 78.04%-68.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $565 | $1,042-45.8% | $1,924-70.7% | $2,281-75.2% |
| Participant deferral / active EE | $774 | $2,091-63.0% | $2,794-72.3% | $3,203-75.8% |
| Admin fee / account holder | $573 | $3,771-84.8% | $4,815-88.1% | $4,296-86.7% |