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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 | $7,146 | $48,364-85.2% | $71,796-90.0% | $62,881-88.6% |
| Participation rate | 37.1% | 60.6%-23.5pp | 69.1%-32.0pp | 69.3%-32.2pp |
| Annual return | 5.79% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $289 | $1,042-72.2% | $1,924-85.0% | $2,281-87.3% |
| Participant deferral / active EE | $834 | $2,091-60.1% | $2,794-70.2% | $3,203-74.0% |
| Admin fee / account holder | $2,648 | $3,771-29.8% | $4,815-45.0% | $4,296-38.4% |