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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 | $30,844 | $95,404-67.7% | $113,397-72.8% | $82,637-62.7% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.5%-30.5pp | 68.1%-22.0pp |
| Annual return | 20.25% | 19.08%+1.2pp | 23.20%-3.0pp | 53.51%-33.3pp |
| Employer contribution / active EE | $752 | $2,307-67.4% | $2,977-74.7% | $2,552-70.5% |
| Participant deferral / active EE | $1,351 | $4,220-68.0% | $5,076-73.4% | $4,126-67.3% |
| Admin fee / account holder | $647 | $9,168-92.9% | $11,957-94.6% | $7,339-91.2% |