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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 | $5,085 | $76,407-93.3% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 34.8% | 66.4%-31.6pp | 77.8%-43.0pp | 68.1%-33.3pp |
| Annual return | 17.18% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $465 | $2,614-82.2% | $4,154-88.8% | $2,551-81.8% |
| Participant deferral / active EE | $474 | $3,214-85.2% | $5,453-91.3% | $4,139-88.5% |
| Admin fee / account holder | $1,104 | $6,352-82.6% | $14,116-92.2% | $7,234-84.7% |