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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 | $5,250 | $58,512-91.0% | $84,020-93.8% | $72,983-92.8% |
| Participation rate | 32.3% | 61.2%-29.0pp | 69.0%-36.8pp | 69.5%-37.2pp |
| Annual return | 19.47% | 28.93%-9.5pp | 71.31%-51.8pp | 81.01%-61.5pp |
| Employer contribution / active EE | $318 | $1,163-72.7% | $1,984-84.0% | $2,440-87.0% |
| Participant deferral / active EE | $616 | $2,394-74.3% | $3,239-81.0% | $3,608-82.9% |
| Admin fee / account holder | $585 | $4,569-87.2% | $6,101-90.4% | $5,124-88.6% |