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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 | $5,996 | $83,485-92.8% | $125,195-95.2% | $72,976-91.8% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.5%-15.7pp |
| Annual return | 25.14% | 25.77%-0.6pp | 43.79%-18.7pp | 81.02%-55.9pp |
| Employer contribution / active EE | $638 | $2,346-72.8% | $3,866-83.5% | $2,440-73.9% |
| Participant deferral / active EE | $828 | $3,586-76.9% | $4,937-83.2% | $3,608-77.1% |
| Admin fee / account holder | $382 | $5,518-93.1% | $9,704-96.1% | $5,124-92.6% |