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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 | $10,671 | $96,956-89.0% | $69,779-84.7% | $273,972-96.1% |
| Participation rate | 54.5% | 77.1%-22.5pp | 71.8%-17.3pp | 83.0%-28.5pp |
| Annual return | 5.81% | 12.93%-7.1pp | 12.99%-7.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $258 | $3,316-92.2% | $2,338-89.0% | $4,869-94.7% |
| Participant deferral / active EE | $457 | $3,744-87.8% | $2,931-84.4% | $5,287-91.4% |
| Admin fee / account holder | $474 | $7,934-94.0% | $4,381-89.2% | $10,133-95.3% |