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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 | $6,436 | $58,726-89.0% | $92,240-93.0% | $62,293-89.7% |
| Participation rate | 34.9% | 68.3%-33.4pp | 76.5%-41.6pp | 69.5%-34.6pp |
| Annual return | 25.57% | 43.62%-18.0pp | 176.29%-150.7pp | 28.90%-3.3pp |
| Employer contribution / active EE | $514 | $2,392-78.5% | $3,680-86.0% | $2,042-74.8% |
| Participant deferral / active EE | $598 | $2,766-78.4% | $3,897-84.6% | $3,169-81.1% |
| Admin fee / account holder | $433 | $556-22.1% | $5,194-91.7% | $479-9.6% |