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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 | $5,863 | $81,331-92.8% | $155,534-96.2% | $80,935-92.8% |
| Participation rate | 28.9% | 66.3%-37.3pp | 78.2%-49.3pp | 67.7%-38.7pp |
| Annual return | 18.73% | 33.37%-14.6pp | 64.92%-46.2pp | 35.66%-16.9pp |
| Employer contribution / active EE | $686 | $3,105-77.9% | $4,675-85.3% | $2,757-75.1% |
| Participant deferral / active EE | $800 | $3,454-76.8% | $5,630-85.8% | $4,299-81.4% |
| Admin fee / account holder | $1,002 | $7,999-87.5% | $15,900-93.7% | $6,924-85.5% |