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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 | $6,908 | $56,544-87.8% | $75,501-90.9% | $70,126-90.1% |
| Participation rate | 29.6% | 68.1%-38.5pp | 72.4%-42.7pp | 69.5%-39.9pp |
| Annual return | 19.08% | 23.59%-4.5pp | 27.35%-8.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $381 | $1,817-79.0% | $2,352-83.8% | $2,343-83.7% |
| Participant deferral / active EE | $430 | $2,580-83.3% | $3,142-86.3% | $3,332-87.1% |
| Admin fee / account holder | $810 | $3,827-78.8% | $5,801-86.0% | $4,645-82.6% |