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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 | $5,945 | $72,012-91.7% | $185,827-96.8% | $79,858-92.6% |
| Participation rate | 44.9% | 65.8%-20.9pp | 78.0%-33.1pp | 69.6%-24.7pp |
| Annual return | 13.48% | 23.12%-9.6pp | 35.96%-22.5pp | 31.72%-18.2pp |
| Employer contribution / active EE | $435 | $1,965-77.9% | $4,087-89.4% | $2,471-82.4% |
| Participant deferral / active EE | $728 | $3,779-80.7% | $5,633-87.1% | $3,740-80.5% |
| Admin fee / account holder | $483 | $4,513-89.3% | $9,502-94.9% | $5,306-90.9% |