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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 | $7,066 | $67,411-89.5% | $91,004-92.2% | $70,124-89.9% |
| Participation rate | 14.3% | 71.4%-57.1pp | 75.6%-61.3pp | 69.5%-55.3pp |
| Annual return | 15.33% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $381 | $1,786-78.7% | $2,456-84.5% | $2,342-83.7% |
| Participant deferral / active EE | $299 | $2,823-89.4% | $3,548-91.6% | $3,332-91.0% |
| Admin fee / account holder | $732 | $4,236-82.7% | $5,417-86.5% | $4,645-84.2% |