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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 | $8,784 | $63,845-86.2% | $81,370-89.2% | $80,959-89.2% |
| Participation rate | 32.3% | 63.9%-31.6pp | 69.5%-37.3pp | 67.7%-35.4pp |
| Annual return | 11.97% | 16.37%-4.4pp | 24.85%-12.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $424 | $1,980-78.6% | $2,464-82.8% | $2,757-84.6% |
| Participant deferral / active EE | $1,013 | $3,093-67.2% | $3,885-73.9% | $4,300-76.4% |
| Admin fee / account holder | $1,456 | $5,688-74.4% | $5,749-74.7% | $6,925-79.0% |