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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 | $5,822 | $48,053-87.9% | $84,637-93.1% | $72,976-92.0% |
| Participation rate | 20.0% | 57.6%-37.6pp | 68.2%-48.2pp | 69.5%-49.5pp |
| Annual return | 23.28% | 37.39%-14.1pp | 258.82%-235.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $254 | $1,602-84.1% | $2,653-90.4% | $2,440-89.6% |
| Participant deferral / active EE | $517 | $2,681-80.7% | $3,900-86.7% | $3,608-85.7% |
| Admin fee / account holder | $1,281 | $3,395-62.3% | $4,914-73.9% | $5,124-75.0% |