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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 | $5,726 | $126,661-95.5% | $113,397-95.0% | $138,895-95.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 17.08% | 25.05%-8.0pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,431 | $3,456-58.6% | $2,977-51.9% | $4,194-65.9% |
| Participant deferral / active EE | $1,431 | $5,693-74.9% | $5,076-71.8% | $6,396-77.6% |
| Admin fee / account holder | $3,209 | $14,549-77.9% | $11,957-73.2% | $12,562-74.5% |