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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 | $6,649 | $77,638-91.4% | $156,551-95.8% | $62,881-89.4% |
| Participation rate | 39.7% | 71.2%-31.5pp | 84.0%-44.3pp | 69.3%-29.6pp |
| Annual return | 4.94% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $532 | $3,444-84.5% | $5,501-90.3% | $2,281-76.7% |
| Participant deferral / active EE | $637 | $3,046-79.1% | $4,871-86.9% | $3,203-80.1% |
| Admin fee / account holder | $1,397 | $5,561-74.9% | $13,028-89.3% | $4,296-67.5% |