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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 | $3,411 | $215,361-98.4% | $171,082-98.0% | $273,972-98.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 3.29% | 25.14%-21.9pp | 32.56%-29.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $530 | $4,967-89.3% | $4,002-86.8% | $4,869-89.1% |
| Participant deferral / active EE | $624 | $5,543-88.7% | $4,797-87.0% | $5,287-88.2% |
| Admin fee / account holder | $2,272 | $10,846-79.1% | $8,520-73.3% | $10,133-77.6% |