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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 | $7,884 | $77,814-89.9% | $158,223-95.0% | $86,983-90.9% |
| Participation rate | 51.7% | 68.4%-16.7pp | 79.2%-27.5pp | 69.5%-17.8pp |
| Annual return | 14.38% | 30.54%-16.2pp | 52.09%-37.7pp | 25.83%-11.5pp |
| Employer contribution / active EE | $517 | $2,592-80.1% | $4,109-87.4% | $2,584-80.0% |
| Participant deferral / active EE | $849 | $3,270-74.0% | $5,467-84.5% | $4,194-79.8% |
| Admin fee / account holder | $793 | $5,879-86.5% | $16,047-95.1% | $7,856-89.9% |