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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 | $11,644 | $48,300-75.9% | $40,145,923-100.0% | $62,881-81.5% |
| Participation rate | 30.3% | 62.0%-31.7pp | 68.4%-38.1pp | 69.3%-39.0pp |
| Annual return | 8.01% | 6.95%+1.1pp | 5.24%+2.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $584 | $1,333-56.2% | $1,844-68.4% | $2,281-74.4% |
| Participant deferral / active EE | $724 | $2,388-69.7% | $2,591-72.0% | $3,203-77.4% |
| Admin fee / account holder | $1,082 | $2,919-62.9% | $2,903-62.7% | $4,296-74.8% |