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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 | $8,951 | $56,484-84.2% | $169,452-94.7% | $64,173-86.1% |
| Participation rate | 58.6% | 64.5%-5.9pp | 77.8%-19.2pp | 69.6%-10.9pp |
| Annual return | 6.95% | -1.55%+8.5pp | 1.83%+5.1pp | 7.63%-0.7pp |
| Employer contribution / active EE | $804 | $1,832-56.1% | $4,157-80.6% | $2,381-66.2% |
| Participant deferral / active EE | $625 | $3,448-81.9% | $5,277-88.2% | $3,470-82.0% |
| Admin fee / account holder | $6,169 | $4,174+47.8% | $9,110-32.3% | $4,887+26.2% |