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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 | $73,787-90.8% | $98,716-93.2% | $82,448-91.8% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 13.99% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,958 | $1,511+29.6% | $2,279-14.1% | $2,551-23.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $555 | $6,500-91.5% | $8,703-93.6% | $7,234-92.3% |