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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 | $5,251 | $39,132-86.6% | $57,196-90.8% | $62,881-91.6% |
| Participation rate | 64.7% | 70.5%-5.8pp | 75.3%-10.6pp | 69.3%-4.6pp |
| Annual return | 5.18% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $433 | $1,874-76.9% | $2,683-83.9% | $2,281-81.0% |
| Participant deferral / active EE | $297 | $2,374-87.5% | $3,096-90.4% | $3,203-90.7% |
| Admin fee / account holder | $951 | $2,594-63.3% | $3,141-69.7% | $4,296-77.9% |