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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 | $5,445 | $60,349-91.0% | $74,184-92.7% | $62,881-91.3% |
| Participation rate | 47.1% | 72.7%-25.7pp | 76.6%-29.6pp | 69.3%-22.2pp |
| Annual return | 5.95% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $630 | $1,680-62.5% | $2,370-73.4% | $2,281-72.4% |
| Participant deferral / active EE | $1,034 | $2,856-63.8% | $3,550-70.9% | $3,203-67.7% |
| Admin fee / account holder | $1,844 | $4,261-56.7% | $5,586-67.0% | $4,296-57.1% |