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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 | $5,982 | $37,436-84.0% | $77,513-92.3% | $79,858-92.5% |
| Participation rate | 25.9% | 41.5%-15.6pp | 54.2%-28.3pp | 69.6%-43.7pp |
| Annual return | 12.00% | 39.75%-27.8pp | 54.81%-42.8pp | 31.72%-19.7pp |
| Employer contribution / active EE | $132 | $637-79.2% | $987-86.6% | $2,471-94.6% |
| Participant deferral / active EE | $265 | $1,261-79.0% | $1,861-85.8% | $3,740-92.9% |
| Admin fee / account holder | $676 | $2,505-73.0% | $2,859-76.3% | $5,306-87.3% |