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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 | $7,815 | $215,361-96.4% | $171,082-95.4% | $273,972-97.1% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 6.12% | 25.14%-19.0pp | 32.56%-26.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $349 | $4,967-93.0% | $4,002-91.3% | $4,869-92.8% |
| Participant deferral / active EE | $421 | $5,543-92.4% | $4,797-91.2% | $5,287-92.0% |
| Admin fee / account holder | $4,508 | $10,846-58.4% | $8,520-47.1% | $10,133-55.5% |