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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 | $5,270 | $77,638-93.2% | $156,551-96.6% | $62,881-91.6% |
| Participation rate | 44.7% | 71.2%-26.5pp | 84.0%-39.3pp | 69.3%-24.6pp |
| Annual return | 4.84% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $5,501-87.3% | $2,281-69.4% |
| Participant deferral / active EE | $390 | $3,046-87.2% | $4,871-92.0% | $3,203-87.8% |
| Admin fee / account holder | $1,199 | $5,561-78.4% | $13,028-90.8% | $4,296-72.1% |