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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 | $5,430 | $81,233-93.3% | $155,567-96.5% | $80,874-93.3% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | 12.25% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $467 | $3,101-84.9% | $4,674-90.0% | $2,756-83.0% |
| Participant deferral / active EE | $621 | $3,452-82.0% | $5,628-89.0% | $4,297-85.6% |
| Admin fee / account holder | $2,712 | $7,998-66.1% | $15,916-83.0% | $6,935-60.9% |