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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 | $5,753 | $43,749-86.8% | $158,223-96.4% | $65,306-91.2% |
| Participation rate | 64.7% | 56.9%+7.8pp | 79.2%-14.5pp | 57.7%+7.0pp |
| Annual return | 17.37% | 19.41%-2.0pp | 52.09%-34.7pp | 21.94%-4.6pp |
| Employer contribution / active EE | $348 | $1,497-76.8% | $4,109-91.5% | $1,967-82.3% |
| Participant deferral / active EE | $702 | $2,019-65.3% | $5,467-87.2% | $2,959-76.3% |
| Admin fee / account holder | $1,071 | $1,930-44.5% | $16,047-93.3% | $3,480-69.2% |