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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 | $4,933 | $78,690-93.7% | $161,489-96.9% | $87,485-94.4% |
| Participation rate | 69.6% | 67.5%+2.1pp | 78.7%-9.1pp | 68.9%+0.6pp |
| Annual return | 13.53% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $394 | $2,588-84.8% | $4,268-90.8% | $2,596-84.8% |
| Participant deferral / active EE | $593 | $3,311-82.1% | $5,630-89.5% | $4,274-86.1% |
| Admin fee / account holder | $1,045 | $6,724-84.5% | $16,006-93.5% | $7,775-86.6% |