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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 | $11,188 | $41,377-73.0% | $109,313-89.8% | $62,881-82.2% |
| Participation rate | 61.3% | 57.5%+3.7pp | 71.3%-10.0pp | 69.3%-8.1pp |
| Annual return | 5.98% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $406 | $1,276-68.2% | $3,892-89.6% | $2,281-82.2% |
| Participant deferral / active EE | $640 | $2,045-68.7% | $3,166-79.8% | $3,203-80.0% |
| Admin fee / account holder | $663 | $2,884-77.0% | $5,666-88.3% | $4,296-84.6% |