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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 | $8,745 | $58,828-85.1% | $78,002-88.8% | $62,881-86.1% |
| Participation rate | 24.2% | 71.1%-46.8pp | 75.5%-51.3pp | 69.3%-45.1pp |
| Annual return | 4.94% | 17.16%-12.2pp | 425.99%-421.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $465 | $1,672-72.2% | $2,470-81.2% | $2,281-79.6% |
| Participant deferral / active EE | $699 | $2,686-74.0% | $3,497-80.0% | $3,203-78.2% |
| Admin fee / account holder | $348 | $4,393-92.1% | $5,481-93.7% | $4,296-91.9% |