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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 | $7,992 | $88,707-91.0% | $74,184-89.2% | $273,972-97.1% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 10.56% | 11.94%-1.4pp | 17.74%-7.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,271 | $3,159-59.8% | $2,370-46.4% | $4,869-73.9% |
| Participant deferral / active EE | $682 | $4,212-83.8% | $3,550-80.8% | $5,287-87.1% |
| Admin fee / account holder | $1,582 | $8,717-81.8% | $5,586-71.7% | $10,133-84.4% |