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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 | $6,536 | $90,486-92.8% | $78,676-91.7% | $273,972-97.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 3.08% | 75.62%-72.5pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $424 | $3,175-86.7% | $2,850-85.1% | $4,869-91.3% |
| Participant deferral / active EE | $482 | $3,901-87.6% | $3,517-86.3% | $5,287-90.9% |
| Admin fee / account holder | $2,429 | $5,263-53.9% | $4,510-46.2% | $10,133-76.0% |