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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 | $2,781 | $77,638-96.4% | $156,551-98.2% | $62,881-95.6% |
| Participation rate | 49.1% | 71.2%-22.1pp | 84.0%-34.9pp | 69.3%-20.2pp |
| Annual return | 12.23% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $584 | $3,444-83.0% | $5,501-89.4% | $2,281-74.4% |
| Participant deferral / active EE | $752 | $3,046-75.3% | $4,871-84.6% | $3,203-76.5% |
| Admin fee / account holder | $533 | $5,561-90.4% | $13,028-95.9% | $4,296-87.6% |