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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 | $7,574 | $81,233-90.7% | $155,567-95.1% | $80,874-90.6% |
| Participation rate | 40.2% | 66.2%-26.0pp | 78.2%-38.0pp | 67.6%-27.4pp |
| Annual return | 12.65% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $407 | $3,101-86.9% | $4,674-91.3% | $2,756-85.2% |
| Participant deferral / active EE | $476 | $3,452-86.2% | $5,628-91.5% | $4,297-88.9% |
| Admin fee / account holder | $31,663 | $7,998+295.9% | $15,916+98.9% | $6,935+356.6% |