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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 | $12,777 | $76,551-83.3% | $123,894-89.7% | $62,881-79.7% |
| Participation rate | 48.7% | 73.0%-24.3pp | 81.4%-32.7pp | 69.3%-20.6pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $567 | $2,882-80.3% | $4,617-87.7% | $2,281-75.1% |
| Participant deferral / active EE | $2,009 | $4,840-58.5% | $5,984-66.4% | $3,203-37.3% |
| Admin fee / account holder | $497 | $4,826-89.7% | $8,357-94.1% | $4,296-88.4% |