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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 | $5,397 | $67,606-92.0% | $82,313-93.4% | $70,124-92.3% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.9%-40.4pp | 69.5%-33.1pp |
| Annual return | 39.09% | 21.57%+17.5pp | 25.88%+13.2pp | 73.14%-34.1pp |
| Employer contribution / active EE | $1,124 | $1,755-36.0% | $2,428-53.7% | $2,342-52.0% |
| Participant deferral / active EE | $322 | $2,987-89.2% | $3,706-91.3% | $3,332-90.3% |
| Admin fee / account holder | $1,362 | $4,512-69.8% | $5,608-75.7% | $4,645-70.7% |