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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 | $7,156 | $56,054-87.2% | $171,082-95.8% | $62,881-88.6% |
| Participation rate | 58.3% | 62.9%-4.5pp | 76.7%-18.4pp | 69.3%-11.0pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $354 | $1,731-79.6% | $4,002-91.2% | $2,281-84.5% |
| Participant deferral / active EE | $746 | $3,158-76.4% | $4,797-84.4% | $3,203-76.7% |
| Admin fee / account holder | $1,590 | $3,647-56.4% | $8,520-81.3% | $4,296-63.0% |