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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 | $5,585 | $62,242-91.0% | $105,582-94.7% | $69,733-92.0% |
| Participation rate | 20.0% | 47.3%-27.3pp | 71.8%-51.8pp | 62.5%-42.5pp |
| Annual return | 17.61% | 15.40%+2.2pp | 18.61%-1.0pp | 15.22%+2.4pp |
| Employer contribution / active EE | $181 | $1,558-88.4% | $2,984-94.0% | $2,250-92.0% |
| Participant deferral / active EE | $299 | $2,462-87.9% | $4,353-93.1% | $3,054-90.2% |
| Admin fee / account holder | $33,435 | $4,615+624.4% | $12,856+160.1% | $3,102+977.9% |