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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 | $4,136 | $56,894-92.7% | $84,753-95.1% | $62,881-93.4% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.6%-29.5pp | 69.3%-22.2pp |
| Annual return | 11.30% | 6.30%+5.0pp | 22.78%-11.5pp | 20.14%-8.8pp |
| Employer contribution / active EE | $490 | $2,400-79.6% | $3,574-86.3% | $2,281-78.5% |
| Participant deferral / active EE | $987 | $2,709-63.6% | $3,712-73.4% | $3,203-69.2% |
| Admin fee / account holder | $330 | $3,581-90.8% | $5,333-93.8% | $4,296-92.3% |