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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 | $5,876 | $60,349-90.3% | $74,184-92.1% | $62,881-90.7% |
| Participation rate | 30.0% | 72.7%-42.7pp | 76.6%-46.6pp | 69.3%-39.3pp |
| Annual return | 12.13% | 21.38%-9.2pp | 17.74%-5.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $361 | $1,680-78.5% | $2,370-84.8% | $2,281-84.2% |
| Participant deferral / active EE | $394 | $2,856-86.2% | $3,550-88.9% | $3,203-87.7% |
| Admin fee / account holder | $805 | $4,261-81.1% | $5,586-85.6% | $4,296-81.3% |