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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 | $7,720 | $106,524-92.8% | $152,301-94.9% | $87,485-91.2% |
| Participation rate | 31.0% | 75.8%-44.7pp | 82.4%-51.4pp | 68.9%-37.9pp |
| Annual return | 26.28% | 26.89%-0.6pp | 80.50%-54.2pp | 26.06%+0.2pp |
| Employer contribution / active EE | $914 | $3,371-72.9% | $4,624-80.2% | $2,596-64.8% |
| Participant deferral / active EE | $1,459 | $6,525-77.6% | $8,004-81.8% | $4,274-65.9% |
| Admin fee / account holder | $1,883 | $8,287-77.3% | $14,398-86.9% | $7,775-75.8% |