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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 | $6,634 | $56,544-88.3% | $75,501-91.2% | $70,124-90.5% |
| Participation rate | 22.2% | 68.1%-45.9pp | 72.4%-50.1pp | 69.5%-47.3pp |
| Annual return | 38.02% | 23.59%+14.4pp | 27.35%+10.7pp | 73.14%-35.1pp |
| Employer contribution / active EE | $558 | $1,817-69.3% | $2,352-76.3% | $2,342-76.2% |
| Participant deferral / active EE | $630 | $2,580-75.6% | $3,142-79.9% | $3,332-81.1% |
| Admin fee / account holder | $651 | $3,827-83.0% | $5,801-88.8% | $4,645-86.0% |