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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 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 42.6% | 66.4%-23.8pp | 77.8%-35.2pp | 68.1%-25.5pp |
| Annual return | 24.52% | 39.99%-15.5pp | 62.79%-38.3pp | 41.64%-17.1pp |
| Employer contribution / active EE | $540 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $709 | $3,214-77.9% | $5,453-87.0% | $4,139-82.9% |
| Admin fee / account holder | $529 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |