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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 | $7,549 | $60,349-87.5% | $74,184-89.8% | $62,881-88.0% |
| Participation rate | 31.3% | 72.7%-41.5pp | 76.6%-45.4pp | 69.3%-38.1pp |
| Annual return | 8.87% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $439 | $1,680-73.9% | $2,370-81.5% | $2,281-80.7% |
| Participant deferral / active EE | $575 | $2,856-79.9% | $3,550-83.8% | $3,203-82.1% |
| Admin fee / account holder | $690 | $4,261-83.8% | $5,586-87.7% | $4,296-83.9% |