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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 | $7,642 | $86,949-91.2% | $102,460-92.5% | $80,959-90.6% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $767 | $2,370-67.7% | $3,025-74.7% | $2,757-72.2% |
| Participant deferral / active EE | $835 | $4,121-79.7% | $5,056-83.5% | $4,300-80.6% |
| Admin fee / account holder | $650 | $8,048-91.9% | $9,460-93.1% | $6,925-90.6% |