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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 | $6,093 | $56,054-89.1% | $171,082-96.4% | $62,881-90.3% |
| Participation rate | 26.8% | 62.9%-36.1pp | 76.7%-49.9pp | 69.3%-42.5pp |
| Annual return | 11.82% | 22.52%-10.7pp | 32.56%-20.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $273 | $1,731-84.3% | $4,002-93.2% | $2,281-88.0% |
| Participant deferral / active EE | $821 | $3,158-74.0% | $4,797-82.9% | $3,203-74.4% |
| Admin fee / account holder | $332 | $3,647-90.9% | $8,520-96.1% | $4,296-92.3% |