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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 | $5,340 | $60,349-91.2% | $74,184-92.8% | $62,881-91.5% |
| Participation rate | 37.5% | 72.7%-35.2pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 6.58% | 21.38%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $392 | $1,680-76.7% | $2,370-83.5% | $2,281-82.8% |
| Participant deferral / active EE | $417 | $2,856-85.4% | $3,550-88.3% | $3,203-87.0% |
| Admin fee / account holder | $713 | $4,261-83.3% | $5,586-87.2% | $4,296-83.4% |