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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 | $6,757 | $76,834-91.2% | $108,359-93.8% | $87,485-92.3% |
| Participation rate | 65.4% | 61.7%+3.7pp | 70.1%-4.7pp | 68.9%-3.5pp |
| Annual return | 13.99% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,958 | $1,556+25.8% | $2,399-18.4% | $2,596-24.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $555 | $6,537-91.5% | $9,741-94.3% | $7,775-92.9% |