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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 | $6,610 | $77,814-91.5% | $158,223-95.8% | $86,983-92.4% |
| Participation rate | 55.6% | 68.4%-12.9pp | 79.2%-23.6pp | 69.5%-14.0pp |
| Annual return | 20.40% | 30.54%-10.1pp | 52.09%-31.7pp | 25.83%-5.4pp |
| Employer contribution / active EE | $299 | $2,592-88.5% | $4,109-92.7% | $2,584-88.4% |
| Participant deferral / active EE | $589 | $3,270-82.0% | $5,467-89.2% | $4,194-85.9% |
| Admin fee / account holder | $483 | $5,879-91.8% | $16,047-97.0% | $7,856-93.9% |