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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 | $9,998 | $48,364-79.3% | $71,796-86.1% | $62,881-84.1% |
| Participation rate | 36.4% | 60.6%-24.3pp | 69.1%-32.7pp | 69.3%-32.9pp |
| Annual return | 8.17% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $599 | $1,042-42.5% | $1,924-68.9% | $2,281-73.7% |
| Participant deferral / active EE | $846 | $2,091-59.5% | $2,794-69.7% | $3,203-73.6% |
| Admin fee / account holder | $334 | $3,771-91.1% | $4,815-93.1% | $4,296-92.2% |