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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 | $5,959 | $86,050-93.1% | $189,758-96.9% | $94,015-93.7% |
| Participation rate | 42.6% | 68.9%-26.3pp | 79.8%-37.2pp | 70.8%-28.3pp |
| Annual return | 24.52% | 17.77%+6.7pp | 52.62%-28.1pp | 17.84%+6.7pp |
| Employer contribution / active EE | $540 | $2,819-80.8% | $4,767-88.7% | $2,790-80.6% |
| Participant deferral / active EE | $709 | $3,349-78.8% | $5,856-87.9% | $4,249-83.3% |
| Admin fee / account holder | $529 | $6,627-92.0% | $20,388-97.4% | $8,951-94.1% |