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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 | $5,785 | $58,512-90.1% | $84,020-93.1% | $72,983-92.1% |
| Participation rate | 36.2% | 61.2%-25.1pp | 69.0%-32.8pp | 69.5%-33.3pp |
| Annual return | 22.54% | 28.93%-6.4pp | 71.31%-48.8pp | 81.01%-58.5pp |
| Employer contribution / active EE | $510 | $1,163-56.1% | $1,984-74.3% | $2,440-79.1% |
| Participant deferral / active EE | $683 | $2,394-71.5% | $3,239-78.9% | $3,608-81.1% |
| Admin fee / account holder | $438 | $4,569-90.4% | $6,101-92.8% | $5,124-91.4% |