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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 | $6,727 | $65,027-89.7% | $90,970-92.6% | $79,852-91.6% |
| Participation rate | 34.6% | 61.6%-27.0pp | 69.0%-34.4pp | 69.6%-35.0pp |
| Annual return | 16.81% | 30.45%-13.6pp | 134.58%-117.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $268 | $1,247-78.5% | $2,122-87.4% | $2,471-89.1% |
| Participant deferral / active EE | $454 | $2,512-81.9% | $3,373-86.5% | $3,740-87.9% |
| Admin fee / account holder | $477 | $4,535-89.5% | $5,960-92.0% | $5,306-91.0% |