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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 | $5,595 | $106,588-94.8% | $94,215-94.1% | $155,188-96.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 70.0%-7.5pp | 80.8%-18.3pp |
| Annual return | 17.39% | 29.39%-12.0pp | 28.22%-10.8pp | 148.84%-131.4pp |
| Employer contribution / active EE | $718 | $3,080-76.7% | $2,675-73.2% | $4,248-83.1% |
| Participant deferral / active EE | $1,094 | $4,802-77.2% | $4,276-74.4% | $6,531-83.3% |
| Admin fee / account holder | $938 | $12,281-92.4% | $10,216-90.8% | $14,480-93.5% |