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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 | $4,013 | $49,025-91.8% | $87,502-95.4% | $62,881-93.6% |
| Participation rate | 25.0% | 64.9%-39.9pp | 73.8%-48.8pp | 69.3%-44.3pp |
| Annual return | 14.36% | 10.02%+4.3pp | 12.21%+2.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $362 | $1,372-73.6% | $2,550-85.8% | $2,281-84.1% |
| Participant deferral / active EE | $458 | $2,289-80.0% | $3,149-85.4% | $3,203-85.7% |
| Admin fee / account holder | $575 | $4,065-85.9% | $4,221-86.4% | $4,296-86.6% |