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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 | $7,629 | $56,484-86.5% | $169,452-95.5% | $64,173-88.1% |
| Participation rate | 54.2% | 64.5%-10.4pp | 77.8%-23.6pp | 69.6%-15.4pp |
| Annual return | 8.42% | -1.55%+10.0pp | 1.83%+6.6pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $659 | $3,448-80.9% | $5,277-87.5% | $3,470-81.0% |
| Admin fee / account holder | $3,224 | $4,174-22.8% | $9,110-64.6% | $4,887-34.0% |