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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 | $7,743 | $63,082-87.7% | $81,726-90.5% | $79,856-90.3% |
| Participation rate | 34.1% | 67.5%-33.4pp | 72.0%-37.9pp | 69.6%-35.5pp |
| Annual return | 35.02% | 22.66%+12.4pp | 29.49%+5.5pp | 31.71%+3.3pp |
| Employer contribution / active EE | $436 | $1,795-75.7% | $4,311-89.9% | $2,471-82.4% |
| Participant deferral / active EE | $741 | $2,780-73.3% | $7,108-89.6% | $3,741-80.2% |
| Admin fee / account holder | $388 | $4,428-91.2% | $5,160-92.5% | $5,306-92.7% |