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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 | $76,407-93.7% | $150,298-96.8% | $82,448-94.2% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.8pp | 68.1%-12.2pp |
| Annual return | 17.56% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $580 | $2,614-77.8% | $4,154-86.0% | $2,551-77.3% |
| Participant deferral / active EE | $260 | $3,214-91.9% | $5,453-95.2% | $4,139-93.7% |
| Admin fee / account holder | $519 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |