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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 | $4,704 | $67,602-93.0% | $82,312-94.3% | $70,126-93.3% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 18.97% | 21.57%-2.6pp | 25.88%-6.9pp | 73.15%-54.2pp |
| Employer contribution / active EE | $602 | $1,755-65.7% | $2,428-75.2% | $2,343-74.3% |
| Participant deferral / active EE | $616 | $2,987-79.4% | $3,706-83.4% | $3,332-81.5% |
| Admin fee / account holder | $316 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |