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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 | $9,806 | $58,512-83.2% | $84,020-88.3% | $72,983-86.6% |
| Participation rate | 35.6% | 61.2%-25.7pp | 69.0%-33.5pp | 69.5%-33.9pp |
| Annual return | 26.85% | 28.93%-2.1pp | 71.31%-44.5pp | 81.01%-54.2pp |
| Employer contribution / active EE | $467 | $1,163-59.8% | $1,984-76.5% | $2,440-80.9% |
| Participant deferral / active EE | $888 | $2,394-62.9% | $3,239-72.6% | $3,608-75.4% |
| Admin fee / account holder | $716 | $4,569-84.3% | $6,101-88.3% | $5,124-86.0% |