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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 | $10,510 | $65,034-83.8% | $90,970-88.4% | $79,856-86.8% |
| Participation rate | 28.0% | 61.6%-33.6pp | 69.0%-41.0pp | 69.6%-41.6pp |
| Annual return | 20.61% | 30.45%-9.8pp | 134.60%-114.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $270 | $1,247-78.3% | $2,122-87.3% | $2,471-89.1% |
| Participant deferral / active EE | $494 | $2,512-80.3% | $3,373-85.4% | $3,741-86.8% |
| Admin fee / account holder | $1,640 | $4,536-63.8% | $5,961-72.5% | $5,306-69.1% |