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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 | $5,637 | $56,054-89.9% | $171,082-96.7% | $62,881-91.0% |
| Participation rate | 55.2% | 62.9%-7.7pp | 76.7%-21.5pp | 69.3%-14.1pp |
| Annual return | 7.68% | 22.52%-14.8pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $405 | $1,731-76.6% | $4,002-89.9% | $2,281-82.2% |
| Participant deferral / active EE | $855 | $3,158-72.9% | $4,797-82.2% | $3,203-73.3% |
| Admin fee / account holder | $377 | $3,647-89.7% | $8,520-95.6% | $4,296-91.2% |