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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 | $8,642 | $67,606-87.2% | $82,313-89.5% | $70,124-87.7% |
| Participation rate | 47.1% | 72.8%-25.7pp | 76.9%-29.8pp | 69.5%-22.5pp |
| Annual return | 48.04% | 21.57%+26.5pp | 25.88%+22.2pp | 73.14%-25.1pp |
| Employer contribution / active EE | $553 | $1,755-68.5% | $2,428-77.2% | $2,342-76.4% |
| Participant deferral / active EE | $723 | $2,987-75.8% | $3,706-80.5% | $3,332-78.3% |
| Admin fee / account holder | $380 | $4,512-91.6% | $5,608-93.2% | $4,645-91.8% |