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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 | $8,176 | $54,541-85.0% | $78,778-89.6% | $70,126-88.3% |
| Participation rate | 40.9% | 60.8%-19.9pp | 69.2%-28.3pp | 69.5%-28.6pp |
| Annual return | 17.59% | 21.07%-3.5pp | 35.62%-18.0pp | 73.15%-55.6pp |
| Employer contribution / active EE | $487 | $1,089-55.3% | $1,986-75.5% | $2,343-79.2% |
| Participant deferral / active EE | $601 | $2,210-72.8% | $2,958-79.7% | $3,332-82.0% |
| Admin fee / account holder | $1,077 | $3,709-71.0% | $5,134-79.0% | $4,645-76.8% |