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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 | $3,538 | $53,841-93.4% | $75,731-95.3% | $85,851-95.9% |
| Participation rate | 42.3% | 69.0%-26.7pp | 74.8%-32.5pp | 69.3%-27.0pp |
| Annual return | 29.49% | 24.54%+4.9pp | 104.65%-75.2pp | 318.63%-289.1pp |
| Employer contribution / active EE | $513 | $2,017-74.6% | $2,743-81.3% | $2,565-80.0% |
| Participant deferral / active EE | $850 | $2,895-70.6% | $3,820-77.7% | $3,952-78.5% |
| Admin fee / account holder | $760 | $3,340-77.3% | $3,620-79.0% | $6,261-87.9% |