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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 | $6,060 | $67,602-91.0% | $82,312-92.6% | $70,126-91.4% |
| Participation rate | 35.7% | 72.8%-37.1pp | 76.9%-41.2pp | 69.5%-33.8pp |
| Annual return | 24.29% | 21.57%+2.7pp | 25.88%-1.6pp | 73.15%-48.9pp |
| Employer contribution / active EE | $1,163 | $1,755-33.7% | $2,428-52.1% | $2,343-50.4% |
| Participant deferral / active EE | $1,322 | $2,987-55.7% | $3,706-64.3% | $3,332-60.3% |
| Admin fee / account holder | $837 | $4,512-81.4% | $5,608-85.1% | $4,645-82.0% |