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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 | $8,909 | $61,390-85.5% | $112,228-92.1% | $75,177-88.1% |
| Participation rate | 26.2% | 61.6%-35.4pp | 72.4%-46.2pp | 67.2%-41.0pp |
| Annual return | 17.24% | 28.47%-11.2pp | 30.23%-13.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $600 | $3,108-80.7% | $4,800-87.5% | $4,126-85.5% |
| Admin fee / account holder | $553 | $4,862-88.6% | $7,752-92.9% | $5,651-90.2% |