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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 | $5,948 | $81,331-92.7% | $155,534-96.2% | $80,935-92.7% |
| Participation rate | 18.5% | 66.3%-47.7pp | 78.2%-59.7pp | 67.7%-49.1pp |
| Annual return | 12.92% | 33.37%-20.5pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $417 | $3,105-86.6% | $4,675-91.1% | $2,757-84.9% |
| Participant deferral / active EE | $496 | $3,454-85.7% | $5,630-91.2% | $4,299-88.5% |
| Admin fee / account holder | $1,710 | $7,999-78.6% | $15,900-89.2% | $6,924-75.3% |