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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 | $4,225 | $78,690-94.6% | $161,489-97.4% | $87,485-95.2% |
| Participation rate | 69.2% | 67.5%+1.8pp | 78.7%-9.5pp | 68.9%+0.3pp |
| Annual return | 20.33% | 32.74%-12.4pp | 89.72%-69.4pp | 26.06%-5.7pp |
| Employer contribution / active EE | $796 | $2,588-69.2% | $4,268-81.3% | $2,596-69.3% |
| Participant deferral / active EE | $908 | $3,311-72.6% | $5,630-83.9% | $4,274-78.7% |
| Admin fee / account holder | $356 | $6,724-94.7% | $16,006-97.8% | $7,775-95.4% |