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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 | $5,892 | $51,466-88.6% | $78,778-92.5% | $62,293-90.5% |
| Participation rate | 18.6% | 59.8%-41.2pp | 69.2%-50.6pp | 69.5%-50.9pp |
| Annual return | 17.62% | 19.96%-2.3pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $221 | $827-73.3% | $1,986-88.9% | $2,042-89.2% |
| Participant deferral / active EE | $450 | $2,147-79.1% | $2,958-84.8% | $3,169-85.8% |
| Admin fee / account holder | $729 | $489+49.0% | $5,134-85.8% | $479+52.1% |