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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 | $5,815 | $48,078-87.9% | $78,676-92.6% | $62,881-90.8% |
| Participation rate | 67.3% | 65.2%+2.1pp | 73.6%-6.3pp | 69.3%-2.0pp |
| Annual return | 6.54% | 31.36%-24.8pp | 62.19%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $257 | $2,015-87.2% | $2,850-91.0% | $2,281-88.7% |
| Participant deferral / active EE | $652 | $2,587-74.8% | $3,517-81.5% | $3,203-79.7% |
| Admin fee / account holder | $478 | $3,206-85.1% | $4,510-89.4% | $4,296-88.9% |