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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 | $6,605 | $51,708-87.2% | $106,619-93.8% | $62,881-89.5% |
| Participation rate | 31.0% | 66.9%-35.8pp | 78.0%-47.0pp | 69.3%-38.3pp |
| Annual return | 12.67% | 4.69%+8.0pp | 9.42%+3.2pp | 20.14%-7.5pp |
| Employer contribution / active EE | $528 | $1,764-70.1% | $3,947-86.6% | $2,281-76.9% |
| Participant deferral / active EE | $657 | $2,315-71.6% | $3,930-83.3% | $3,203-79.5% |
| Admin fee / account holder | $432 | $3,349-87.1% | $6,418-93.3% | $4,296-89.9% |