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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 | $5,969 | $72,273-91.7% | $101,275-94.1% | $79,856-92.5% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | 11.70% | 22.30%-10.6pp | 46.48%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $904 | $2,691-66.4% | $3,660-75.3% | $2,471-63.4% |
| Participant deferral / active EE | $99 | $3,282-97.0% | $4,371-97.7% | $3,741-97.4% |
| Admin fee / account holder | $379 | $4,401-91.4% | $5,948-93.6% | $5,306-92.9% |