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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 | $3,818 | $91,559-95.8% | $133,978-97.2% | $79,856-95.2% |
| Participation rate | 61.8% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 74.31% | 61.85%+12.5pp | 45.10%+29.2pp | 31.71%+42.6pp |
| Employer contribution / active EE | $812 | $2,384-65.9% | $3,919-79.3% | $2,471-67.1% |
| Participant deferral / active EE | $1,445 | $3,734-61.3% | $5,047-71.4% | $3,741-61.4% |
| Admin fee / account holder | $419 | $6,321-93.4% | $8,930-95.3% | $5,306-92.1% |