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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 | $13,392 | $68,878-80.6% | $120,574-88.9% | $80,935-83.5% |
| Participation rate | 29.0% | 61.7%-32.6pp | 71.9%-42.9pp | 67.7%-38.6pp |
| Annual return | 18.68% | 23.67%-5.0pp | 107.42%-88.7pp | 35.66%-17.0pp |
| Employer contribution / active EE | $626 | $2,065-69.7% | $3,471-82.0% | $2,757-77.3% |
| Participant deferral / active EE | $780 | $3,189-75.5% | $4,996-84.4% | $4,299-81.8% |
| Admin fee / account holder | $604 | $5,782-89.6% | $9,445-93.6% | $6,924-91.3% |