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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 | $7,889 | $65,034-87.9% | $90,970-91.3% | $79,856-90.1% |
| Participation rate | 41.1% | 61.6%-20.5pp | 69.0%-27.9pp | 69.6%-28.6pp |
| Annual return | 21.98% | 30.45%-8.5pp | 134.60%-112.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $295 | $1,247-76.4% | $2,122-86.1% | $2,471-88.1% |
| Participant deferral / active EE | $633 | $2,512-74.8% | $3,373-81.2% | $3,741-83.1% |
| Admin fee / account holder | $478 | $4,536-89.5% | $5,961-92.0% | $5,306-91.0% |