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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 | $7,703 | $62,672-87.7% | $185,117-95.8% | $70,126-89.0% |
| Participation rate | 50.0% | 63.8%-13.8pp | 77.3%-27.3pp | 69.5%-19.5pp |
| Annual return | 15.86% | 40.79%-24.9pp | 40.50%-24.6pp | 73.15%-57.3pp |
| Employer contribution / active EE | $796 | $1,753-54.6% | $4,182-81.0% | $2,343-66.0% |
| Participant deferral / active EE | $888 | $3,272-72.9% | $5,045-82.4% | $3,332-73.4% |
| Admin fee / account holder | $649 | $3,932-83.5% | $8,159-92.0% | $4,645-86.0% |