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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 | $7,781 | $84,236-90.8% | $170,435-95.4% | $70,126-88.9% |
| Participation rate | 49.1% | 70.8%-21.7pp | 83.6%-34.5pp | 69.5%-20.4pp |
| Annual return | 19.37% | 23.06%-3.7pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $639 | $3,387-81.1% | $5,432-88.2% | $2,343-72.7% |
| Participant deferral / active EE | $750 | $3,086-75.7% | $4,939-84.8% | $3,332-77.5% |
| Admin fee / account holder | $638 | $5,698-88.8% | $13,881-95.4% | $4,645-86.3% |