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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 | $9,978 | $49,025-79.6% | $87,502-88.6% | $62,881-84.1% |
| Participation rate | 63.0% | 64.9%-1.9pp | 73.8%-10.9pp | 69.3%-6.3pp |
| Annual return | 5.37% | 10.02%-4.6pp | 12.21%-6.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $911 | $1,372-33.6% | $2,550-64.3% | $2,281-60.1% |
| Participant deferral / active EE | $316 | $2,289-86.2% | $3,149-90.0% | $3,203-90.1% |
| Admin fee / account holder | $7,936 | $4,065+95.2% | $4,221+88.0% | $4,296+84.7% |