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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 | $50,554-80.6% | $67,681-85.5% | $87,485-88.8% |
| Participation rate | 44.4% | 67.7%-23.3pp | 73.7%-29.3pp | 68.9%-24.5pp |
| Annual return | 20.46% | 17.81%+2.6pp | 590.58%-570.1pp | 26.06%-5.6pp |
| Employer contribution / active EE | $546 | $1,988-72.5% | $2,678-79.6% | $2,596-79.0% |
| Participant deferral / active EE | $659 | $2,961-77.7% | $3,976-83.4% | $4,274-84.6% |
| Admin fee / account holder | $459 | $4,132-88.9% | $6,100-92.5% | $7,775-94.1% |