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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 | $5,205 | $46,877-88.9% | $122,354-95.7% | $70,126-92.6% |
| Participation rate | 36.0% | 58.2%-22.2pp | 71.6%-35.6pp | 69.5%-33.5pp |
| Annual return | 20.37% | 24.22%-3.8pp | 30.28%-9.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $338 | $1,288-73.8% | $4,051-91.7% | $2,343-85.6% |
| Participant deferral / active EE | $506 | $2,167-76.7% | $3,287-84.6% | $3,332-84.8% |
| Admin fee / account holder | $465 | $3,324-86.0% | $5,479-91.5% | $4,645-90.0% |