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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 | $7,941 | $53,128-85.1% | $86,582-90.8% | $70,126-88.7% |
| Participation rate | 47.6% | 65.3%-17.7pp | 73.5%-25.9pp | 69.5%-21.9pp |
| Annual return | 12.80% | 27.66%-14.9pp | 965.08%-952.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $367 | $2,068-82.3% | $2,839-87.1% | $2,343-84.4% |
| Participant deferral / active EE | $549 | $2,695-79.6% | $3,609-84.8% | $3,332-83.5% |
| Admin fee / account holder | $2,146 | $3,584-40.1% | $4,904-56.2% | $4,645-53.8% |