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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 | $5,506 | $91,179-94.0% | $178,499-96.9% | $79,852-93.1% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 26.03% | 24.19%+1.8pp | 151.10%-125.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $484 | $3,256-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $764 | $3,236-76.4% | $5,202-85.3% | $3,740-79.6% |
| Admin fee / account holder | $402 | $6,749-94.0% | $13,986-97.1% | $5,306-92.4% |