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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 | $8,487 | $75,807-88.8% | $116,096-92.7% | $86,983-90.2% |
| Participation rate | 14.6% | 66.9%-52.2pp | 73.3%-58.7pp | 69.5%-54.9pp |
| Annual return | 24.85% | 18.57%+6.3pp | 326.25%-301.4pp | 25.83%-1.0pp |
| Employer contribution / active EE | $381 | $1,892-79.9% | $2,503-84.8% | $2,584-85.3% |
| Participant deferral / active EE | $553 | $3,212-82.8% | $3,952-86.0% | $4,194-86.8% |
| Admin fee / account holder | $418 | $6,659-93.7% | $7,704-94.6% | $7,856-94.7% |