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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 | $8,458 | $57,506-85.3% | $67,221-87.4% | $79,856-89.4% |
| Participation rate | 38.1% | 74.3%-36.2pp | 79.4%-41.3pp | 69.6%-31.5pp |
| Annual return | 20.23% | 18.46%+1.8pp | 20.72%-0.5pp | 31.71%-11.5pp |
| Employer contribution / active EE | $320 | $2,961-89.2% | $3,723-91.4% | $2,471-87.0% |
| Participant deferral / active EE | $349 | $3,508-90.1% | $4,384-92.0% | $3,741-90.7% |
| Admin fee / account holder | $453 | $4,029-88.8% | $5,844-92.2% | $5,306-91.5% |