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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 | $78,690-93.5% | $161,489-96.9% | $87,485-94.2% |
| Participation rate | 34.8% | 67.5%-32.7pp | 78.7%-43.9pp | 68.9%-34.1pp |
| Annual return | 17.18% | 32.74%-15.6pp | 89.72%-72.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $465 | $2,588-82.0% | $4,268-89.1% | $2,596-82.1% |
| Participant deferral / active EE | $474 | $3,311-85.7% | $5,630-91.6% | $4,274-88.9% |
| Admin fee / account holder | $1,104 | $6,724-83.6% | $16,006-93.1% | $7,775-85.8% |