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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 | $9,694 | $62,583-84.5% | $76,767-87.4% | $64,173-84.9% |
| Participation rate | 41.3% | 72.8%-31.5pp | 77.0%-35.7pp | 69.6%-28.3pp |
| Annual return | 3.36% | -1.95%+5.3pp | 2.43%+0.9pp | 7.63%-4.3pp |
| Employer contribution / active EE | $441 | $1,832-75.9% | $2,485-82.3% | $2,381-81.5% |
| Participant deferral / active EE | $441 | $3,145-86.0% | $3,852-88.5% | $3,470-87.3% |
| Admin fee / account holder | $918 | $4,667-80.3% | $6,675-86.2% | $4,887-81.2% |