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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 | $4,458 | $81,358-94.5% | $155,556-97.1% | $80,959-94.5% |
| Participation rate | 41.1% | 66.3%-25.2pp | 78.2%-37.2pp | 67.7%-26.6pp |
| Annual return | 15.06% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $403 | $3,106-87.0% | $4,675-91.4% | $2,757-85.4% |
| Participant deferral / active EE | $807 | $3,455-76.6% | $5,631-85.7% | $4,300-81.2% |
| Admin fee / account holder | $409 | $7,994-94.9% | $15,885-97.4% | $6,925-94.1% |