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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 | $5,806 | $42,383-86.3% | $76,518-92.4% | $64,173-91.0% |
| Participation rate | 34.1% | 58.1%-24.1pp | 68.0%-33.9pp | 69.6%-35.5pp |
| Annual return | 21.78% | -16.54%+38.3pp | -0.27%+22.0pp | 7.63%+14.1pp |
| Employer contribution / active EE | $563 | $1,563-64.0% | $2,647-78.7% | $2,381-76.4% |
| Participant deferral / active EE | $543 | $2,566-78.9% | $3,836-85.9% | $3,470-84.4% |
| Admin fee / account holder | $464 | $3,198-85.5% | $4,849-90.4% | $4,887-90.5% |