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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 | $5,774 | $215,361-97.3% | $171,082-96.6% | $273,972-97.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 8.43% | 25.14%-16.7pp | 32.56%-24.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $441 | $4,967-91.1% | $4,002-89.0% | $4,869-91.0% |
| Participant deferral / active EE | $756 | $5,543-86.4% | $4,797-84.2% | $5,287-85.7% |
| Admin fee / account holder | $594 | $10,846-94.5% | $8,520-93.0% | $10,133-94.1% |