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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 | $6,409 | $81,331-92.1% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.4pp | 67.7%-15.8pp |
| Annual return | 12.18% | 33.37%-21.2pp | 64.92%-52.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $549 | $3,105-82.3% | $4,675-88.3% | $2,757-80.1% |
| Participant deferral / active EE | $650 | $3,454-81.2% | $5,630-88.5% | $4,299-84.9% |
| Admin fee / account holder | $657 | $7,999-91.8% | $15,900-95.9% | $6,924-90.5% |