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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 | $78,690-92.4% | $161,489-96.3% | $87,485-93.2% |
| Participation rate | 42.6% | 67.5%-24.9pp | 78.7%-36.1pp | 68.9%-26.4pp |
| Annual return | 24.52% | 32.74%-8.2pp | 89.72%-65.2pp | 26.06%-1.5pp |
| Employer contribution / active EE | $540 | $2,588-79.1% | $4,268-87.4% | $2,596-79.2% |
| Participant deferral / active EE | $709 | $3,311-78.6% | $5,630-87.4% | $4,274-83.4% |
| Admin fee / account holder | $529 | $6,724-92.1% | $16,006-96.7% | $7,775-93.2% |