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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 | $5,822 | $78,015-92.5% | $178,505-96.7% | $80,959-92.8% |
| Participation rate | 55.9% | 65.7%-9.8pp | 77.1%-21.2pp | 67.7%-11.8pp |
| Annual return | 12.49% | 18.10%-5.6pp | 27.16%-14.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $526 | $2,281-76.9% | $3,955-86.7% | $2,757-80.9% |
| Participant deferral / active EE | $789 | $4,406-82.1% | $6,280-87.4% | $4,300-81.7% |
| Admin fee / account holder | $383 | $7,160-94.6% | $10,428-96.3% | $6,925-94.5% |