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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 | $2,900 | $37,446-92.3% | $77,513-96.3% | $79,852-96.4% |
| Participation rate | 29.6% | 41.5%-11.9pp | 54.2%-24.6pp | 69.6%-40.0pp |
| Annual return | 34.95% | 39.76%-4.8pp | 54.81%-19.9pp | 31.72%+3.2pp |
| Employer contribution / active EE | $489 | $637-23.2% | $987-50.4% | $2,471-80.2% |
| Participant deferral / active EE | $218 | $1,261-82.7% | $1,861-88.3% | $3,740-94.2% |
| Admin fee / account holder | $1,292 | $2,506-48.5% | $2,859-54.8% | $5,306-75.7% |