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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 | $5,733 | $76,551-92.5% | $123,894-95.4% | $62,881-90.9% |
| Participation rate | 51.6% | 73.0%-21.4pp | 81.4%-29.8pp | 69.3%-17.7pp |
| Annual return | 14.22% | 18.68%-4.5pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $616 | $2,882-78.6% | $4,617-86.7% | $2,281-73.0% |
| Participant deferral / active EE | $1,330 | $4,840-72.5% | $5,984-77.8% | $3,203-58.5% |
| Admin fee / account holder | $713 | $4,826-85.2% | $8,357-91.5% | $4,296-83.4% |