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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 | $3,569 | $91,198-96.1% | $178,503-98.0% | $79,856-95.5% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 27.81% | 24.20%+3.6pp | 151.12%-123.3pp | 31.71%-3.9pp |
| Employer contribution / active EE | $487 | $3,257-85.0% | $5,011-90.3% | $2,471-80.3% |
| Participant deferral / active EE | $874 | $3,237-73.0% | $5,202-83.2% | $3,741-76.6% |
| Admin fee / account holder | $301 | $6,748-95.5% | $13,987-97.9% | $5,306-94.3% |