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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 | $8,769 | $83,898-89.5% | $133,346-93.4% | $94,015-90.7% |
| Participation rate | 51.9% | 63.4%-11.5pp | 72.8%-21.0pp | 70.8%-19.0pp |
| Annual return | 31.55% | 16.00%+15.5pp | 36.85%-5.3pp | 17.84%+13.7pp |
| Employer contribution / active EE | $406 | $1,821-77.7% | $2,853-85.8% | $2,790-85.4% |
| Participant deferral / active EE | $625 | $3,245-80.7% | $4,332-85.6% | $4,249-85.3% |
| Admin fee / account holder | $335 | $7,809-95.7% | $14,264-97.7% | $8,951-96.3% |