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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 | $4,005 | $77,920-94.9% | $149,723-97.3% | $75,177-94.7% |
| Participation rate | 60.3% | 65.6%-5.3pp | 78.8%-18.5pp | 67.2%-6.9pp |
| Annual return | 18.21% | 31.72%-13.5pp | 134.50%-116.3pp | 160.75%-142.5pp |
| Employer contribution / active EE | $469 | $3,138-85.1% | $4,821-90.3% | $2,671-82.5% |
| Participant deferral / active EE | $213 | $3,411-93.8% | $5,682-96.3% | $4,126-94.8% |
| Admin fee / account holder | $428 | $5,951-92.8% | $13,215-96.8% | $5,651-92.4% |