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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 | $5,289 | $87,546-94.0% | $75,784-93.0% | $125,389-95.8% |
| Participation rate | 58.8% | 80.2%-21.3pp | 75.8%-17.0pp | 83.2%-24.4pp |
| Annual return | -3.48% | 13.49%-17.0pp | 9.68%-13.2pp | 282.24%-285.7pp |
| Employer contribution / active EE | $691 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $839 | $4,230-80.2% | $3,652-77.0% | $5,352-84.3% |
| Admin fee / account holder | $302 | $6,503-95.4% | $5,300-94.3% | $9,541-96.8% |