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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 | $9,969 | $77,638-87.2% | $156,552-93.6% | $62,881-84.1% |
| Participation rate | 50.8% | 71.2%-20.4pp | 84.0%-33.2pp | 69.3%-18.5pp |
| Annual return | 5.74% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $534 | $3,444-84.5% | $5,501-90.3% | $2,281-76.6% |
| Participant deferral / active EE | $616 | $3,046-79.8% | $4,871-87.4% | $3,203-80.8% |
| Admin fee / account holder | $1,969 | $5,561-64.6% | $13,028-84.9% | $4,296-54.2% |