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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 | $5,585 | $56,054-90.0% | $171,082-96.7% | $62,881-91.1% |
| Participation rate | 38.9% | 62.9%-24.0pp | 76.7%-37.8pp | 69.3%-30.4pp |
| Annual return | 11.01% | 22.52%-11.5pp | 32.56%-21.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $557 | $1,731-67.8% | $4,002-86.1% | $2,281-75.6% |
| Participant deferral / active EE | $923 | $3,158-70.8% | $4,797-80.8% | $3,203-71.2% |
| Admin fee / account holder | $400 | $3,647-89.0% | $8,520-95.3% | $4,296-90.7% |