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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 | $5,192 | $48,078-89.2% | $78,676-93.4% | $62,881-91.7% |
| Participation rate | 45.0% | 65.2%-20.2pp | 73.6%-28.6pp | 69.3%-24.3pp |
| Annual return | 4.98% | 31.36%-26.4pp | 62.19%-57.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $345 | $2,015-82.9% | $2,850-87.9% | $2,281-84.9% |
| Participant deferral / active EE | $340 | $2,587-86.8% | $3,517-90.3% | $3,203-89.4% |
| Admin fee / account holder | $783 | $3,206-75.6% | $4,510-82.6% | $4,296-81.8% |