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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 | $7,597 | $52,580-85.6% | $71,671-89.4% | $70,126-89.2% |
| Participation rate | 29.0% | 60.9%-31.8pp | 68.7%-39.7pp | 69.5%-40.5pp |
| Annual return | 27.53% | 20.25%+7.3pp | 20.65%+6.9pp | 73.15%-45.6pp |
| Employer contribution / active EE | $591 | $1,616-63.4% | $2,460-76.0% | $2,343-74.8% |
| Participant deferral / active EE | $847 | $2,386-64.5% | $3,438-75.4% | $3,332-74.6% |
| Admin fee / account holder | $333 | $3,653-90.9% | $5,558-94.0% | $4,645-92.8% |