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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 | $1,952 | $43,749-95.5% | $158,223-98.8% | $65,306-97.0% |
| Participation rate | 37.0% | 56.9%-19.9pp | 79.2%-42.2pp | 57.7%-20.6pp |
| Annual return | 23.87% | 19.41%+4.5pp | 52.09%-28.2pp | 21.94%+1.9pp |
| Employer contribution / active EE | $491 | $1,497-67.2% | $4,109-88.1% | $1,967-75.1% |
| Participant deferral / active EE | $538 | $2,019-73.3% | $5,467-90.2% | $2,959-81.8% |
| Admin fee / account holder | $626 | $1,930-67.6% | $16,047-96.1% | $3,480-82.0% |