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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 | $7,534 | $65,034-88.4% | $90,970-91.7% | $79,856-90.6% |
| Participation rate | 32.6% | 61.6%-29.0pp | 69.0%-36.4pp | 69.6%-37.0pp |
| Annual return | 17.65% | 30.45%-12.8pp | 134.60%-116.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $408 | $1,247-67.3% | $2,122-80.8% | $2,471-83.5% |
| Participant deferral / active EE | $849 | $2,512-66.2% | $3,373-74.8% | $3,741-77.3% |
| Admin fee / account holder | $2,605 | $4,536-42.6% | $5,961-56.3% | $5,306-50.9% |