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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 | $5,955 | $47,848-87.6% | $81,473-92.7% | $70,126-91.5% |
| Participation rate | 20.0% | 58.3%-38.3pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 20.01% | 27.25%-7.2pp | 38.78%-18.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $287 | $1,527-81.2% | $2,568-88.8% | $2,343-87.7% |
| Participant deferral / active EE | $218 | $2,453-91.1% | $3,537-93.8% | $3,332-93.5% |
| Admin fee / account holder | $735 | $3,145-76.6% | $4,561-83.9% | $4,645-84.2% |