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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 | $6,871 | $71,197-90.3% | $93,669-92.7% | $80,925-91.5% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.7%-23.7pp |
| Annual return | 19.54% | 11.27%+8.3pp | 133.59%-114.1pp | 35.65%-16.1pp |
| Employer contribution / active EE | $385 | $1,565-75.4% | $2,424-84.1% | $2,756-86.0% |
| Participant deferral / active EE | $590 | $4,036-85.4% | $4,416-86.6% | $4,299-86.3% |
| Admin fee / account holder | $556 | $6,959-92.0% | $8,291-93.3% | $6,940-92.0% |