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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 | $4,879 | $48,078-89.9% | $78,676-93.8% | $62,881-92.2% |
| Participation rate | 34.3% | 65.2%-30.9pp | 73.6%-39.3pp | 69.3%-35.0pp |
| Annual return | 5.19% | 31.36%-26.2pp | 62.19%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $261 | $2,015-87.1% | $2,850-90.8% | $2,281-88.6% |
| Participant deferral / active EE | $443 | $2,587-82.9% | $3,517-87.4% | $3,203-86.2% |
| Admin fee / account holder | $2,184 | $3,206-31.9% | $4,510-51.6% | $4,296-49.2% |