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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 | $5,840 | $62,672-90.7% | $185,117-96.8% | $70,126-91.7% |
| Participation rate | 26.9% | 63.8%-36.9pp | 77.3%-50.3pp | 69.5%-42.6pp |
| Annual return | 15.46% | 40.79%-25.3pp | 40.50%-25.0pp | 73.15%-57.7pp |
| Employer contribution / active EE | $292 | $1,753-83.3% | $4,182-93.0% | $2,343-87.5% |
| Participant deferral / active EE | $382 | $3,272-88.3% | $5,045-92.4% | $3,332-88.5% |
| Admin fee / account holder | $1,351 | $3,932-65.6% | $8,159-83.4% | $4,645-70.9% |