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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 | $4,811 | $78,690-93.9% | $161,489-97.0% | $87,485-94.5% |
| Participation rate | 55.9% | 67.5%-11.6pp | 78.7%-22.8pp | 68.9%-13.0pp |
| Annual return | 17.56% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $580 | $2,588-77.6% | $4,268-86.4% | $2,596-77.7% |
| Participant deferral / active EE | $260 | $3,311-92.1% | $5,630-95.4% | $4,274-93.9% |
| Admin fee / account holder | $519 | $6,724-92.3% | $16,006-96.8% | $7,775-93.3% |