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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 | $7,584 | $60,442-87.5% | $96,754-92.2% | $87,485-91.3% |
| Participation rate | 26.9% | 58.7%-31.8pp | 70.3%-43.4pp | 68.9%-42.0pp |
| Annual return | 18.11% | 21.97%-3.9pp | 82.04%-63.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $236 | $1,691-86.0% | $2,679-91.2% | $2,596-90.9% |
| Participant deferral / active EE | $267 | $3,280-91.9% | $4,758-94.4% | $4,274-93.8% |
| Admin fee / account holder | $1,085 | $5,069-78.6% | $8,905-87.8% | $7,775-86.0% |