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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 | $7,568 | $72,471-89.6% | $94,215-92.0% | $86,983-91.3% |
| Participation rate | 19.5% | 63.9%-44.4pp | 70.0%-50.5pp | 69.5%-50.1pp |
| Annual return | 19.46% | 26.44%-7.0pp | 28.22%-8.8pp | 25.83%-6.4pp |
| Employer contribution / active EE | $407 | $1,936-79.0% | $2,675-84.8% | $2,584-84.2% |
| Participant deferral / active EE | $648 | $3,397-80.9% | $4,276-84.9% | $4,194-84.6% |
| Admin fee / account holder | $2,202 | $6,468-66.0% | $10,216-78.4% | $7,856-72.0% |