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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 | $9,567 | $64,920-85.3% | $103,693-90.8% | $86,983-89.0% |
| Participation rate | 36.6% | 63.6%-27.0pp | 72.6%-36.1pp | 69.5%-33.0pp |
| Annual return | 22.45% | 30.29%-7.8pp | 47.61%-25.2pp | 25.83%-3.4pp |
| Employer contribution / active EE | $417 | $2,141-80.5% | $2,920-85.7% | $2,584-83.9% |
| Participant deferral / active EE | $758 | $3,241-76.6% | $4,579-83.4% | $4,194-81.9% |
| Admin fee / account holder | $573 | $6,191-90.7% | $7,858-92.7% | $7,856-92.7% |