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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 | $5,531 | $43,075-87.2% | $74,577-92.6% | $62,881-91.2% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 5.65% | 17.50%-11.9pp | 20.47%-14.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,290 | $1,498+52.9% | $2,525-9.3% | $2,281+0.4% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $848 | $2,840-70.1% | $4,138-79.5% | $4,296-80.3% |