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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 | $6,472 | $54,541-88.1% | $78,778-91.8% | $70,126-90.8% |
| Participation rate | 22.8% | 60.8%-38.0pp | 69.2%-46.4pp | 69.5%-46.7pp |
| Annual return | 20.00% | 21.07%-1.1pp | 35.62%-15.6pp | 73.15%-53.2pp |
| Employer contribution / active EE | $253 | $1,089-76.7% | $1,986-87.2% | $2,343-89.2% |
| Participant deferral / active EE | $452 | $2,210-79.6% | $2,958-84.7% | $3,332-86.4% |
| Admin fee / account holder | $544 | $3,709-85.3% | $5,134-89.4% | $4,645-88.3% |