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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 | $5,369 | $80,983-93.4% | $96,544-94.4% | $75,177-92.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 28.79% | 27.05%+1.7pp | 25.88%+2.9pp | 160.75%-132.0pp |
| Employer contribution / active EE | $777 | $2,282-66.0% | $2,966-73.8% | $2,671-70.9% |
| Participant deferral / active EE | $1,249 | $3,929-68.2% | $4,851-74.3% | $4,126-69.7% |
| Admin fee / account holder | $309 | $6,717-95.4% | $8,254-96.3% | $5,651-94.5% |