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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 | $5,840 | $81,358-92.8% | $155,556-96.2% | $80,959-92.8% |
| Participation rate | 37.0% | 66.3%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 14.38% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $636 | $3,106-79.5% | $4,675-86.4% | $2,757-76.9% |
| Participant deferral / active EE | $829 | $3,455-76.0% | $5,631-85.3% | $4,300-80.7% |
| Admin fee / account holder | $437 | $7,994-94.5% | $15,885-97.3% | $6,925-93.7% |