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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 | $2,267 | $63,809-96.4% | $81,353-97.2% | $80,935-97.2% |
| Participation rate | 69.0% | 63.9%+5.1pp | 69.5%-0.6pp | 67.7%+1.3pp |
| Annual return | 12.89% | 16.37%-3.5pp | 24.82%-11.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $750 | $1,981-62.1% | $2,464-69.6% | $2,757-72.8% |
| Participant deferral / active EE | $911 | $3,093-70.6% | $3,885-76.6% | $4,299-78.8% |
| Admin fee / account holder | $561 | $5,686-90.1% | $5,766-90.3% | $6,924-91.9% |