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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 | $4,883 | $45,082-89.2% | $69,464-93.0% | $72,975-93.3% |
| Participation rate | 25.0% | 68.5%-43.5pp | 74.6%-49.6pp | 69.5%-44.5pp |
| Annual return | 56.04% | 22.66%+33.4pp | 28.98%+27.1pp | 81.01%-25.0pp |
| Employer contribution / active EE | $553 | $2,055-73.1% | $2,779-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $408 | $2,604-84.3% | $3,536-88.5% | $3,608-88.7% |
| Admin fee / account holder | $380 | $3,057-87.6% | $3,840-90.1% | $5,124-92.6% |