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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 | $6,492 | $81,476-92.0% | $102,383-93.7% | $80,925-92.0% |
| Participation rate | 57.7% | 66.8%-9.2pp | 74.5%-16.8pp | 67.7%-10.0pp |
| Annual return | 17.43% | 25.59%-8.2pp | 24.94%-7.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $949 | $3,105-69.4% | $3,870-75.5% | $2,756-65.6% |
| Participant deferral / active EE | $1,239 | $3,871-68.0% | $5,060-75.5% | $4,299-71.2% |
| Admin fee / account holder | $629 | $6,717-90.6% | $8,391-92.5% | $6,940-90.9% |