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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 | $8,016 | $48,011-83.3% | $63,803-87.4% | $82,637-90.3% |
| Participation rate | 27.1% | 66.6%-39.4pp | 72.7%-45.6pp | 68.1%-40.9pp |
| Annual return | 14.78% | 19.84%-5.1pp | 543.72%-528.9pp | 53.51%-38.7pp |
| Employer contribution / active EE | $394 | $1,904-79.3% | $2,532-84.4% | $2,552-84.6% |
| Participant deferral / active EE | $596 | $2,846-79.1% | $3,843-84.5% | $4,126-85.6% |
| Admin fee / account holder | $327 | $3,873-91.6% | $5,196-93.7% | $7,339-95.5% |