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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 | $3,576 | $51,202-93.0% | $70,548-94.9% | $75,181-95.2% |
| Participation rate | 40.7% | 61.0%-20.2pp | 68.3%-27.6pp | 67.2%-26.5pp |
| Annual return | 43.06% | 30.05%+13.0pp | 32.78%+10.3pp | 160.69%-117.6pp |
| Employer contribution / active EE | $587 | $1,827-67.9% | $2,975-80.3% | $2,671-78.0% |
| Participant deferral / active EE | $855 | $2,850-70.0% | $4,567-81.3% | $4,126-79.3% |
| Admin fee / account holder | $1,330 | $4,094-67.5% | $6,424-79.3% | $5,650-76.5% |