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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 | $5,002 | $81,446-93.9% | $103,374-95.2% | $80,874-93.8% |
| Participation rate | 34.5% | 66.9%-32.3pp | 74.5%-40.0pp | 67.6%-33.1pp |
| Annual return | 19.49% | 25.57%-6.1pp | 24.89%-5.4pp | 35.62%-16.1pp |
| Employer contribution / active EE | $999 | $3,107-67.9% | $3,869-74.2% | $2,756-63.8% |
| Participant deferral / active EE | $35 | $3,870-99.1% | $5,058-99.3% | $4,297-99.2% |
| Admin fee / account holder | $494 | $6,715-92.6% | $8,394-94.1% | $6,935-92.9% |