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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 | $5,185 | $50,666-89.8% | $76,667-93.2% | $65,186-92.0% |
| Participation rate | 57.8% | 68.8%-11.0pp | 72.1%-14.3pp | 70.2%-12.4pp |
| Annual return | 18.79% | 28.51%-9.7pp | 1166.74%-1147.9pp | 29.39%-10.6pp |
| Employer contribution / active EE | $542 | $1,575-65.6% | $2,303-76.5% | $2,177-75.1% |
| Participant deferral / active EE | $700 | $2,647-73.5% | $3,336-79.0% | $3,514-80.1% |
| Admin fee / account holder | $553 | $463+19.4% | $6,423-91.4% | $847-34.8% |