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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 | $9,807 | $55,457-82.3% | $77,361-87.3% | $94,015-89.6% |
| Participation rate | 44.4% | 69.8%-25.4pp | 75.0%-30.5pp | 70.8%-26.4pp |
| Annual return | 20.46% | 15.57%+4.9pp | 1011.54%-991.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $546 | $2,255-75.8% | $2,990-81.7% | $2,790-80.4% |
| Participant deferral / active EE | $659 | $3,069-78.5% | $3,911-83.2% | $4,249-84.5% |
| Admin fee / account holder | $459 | $4,334-89.4% | $5,894-92.2% | $8,951-94.9% |