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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 | $35,492 | $110,675-67.9% | $115,599-69.3% | $71,012-50.0% |
| Participation rate | 28.1% | 77.3%-49.3pp | 74.3%-46.2pp | 58.6%-30.5pp |
| Annual return | 19.99% | 14.15%+5.8pp | 111.10%-91.1pp | 37.67%-17.7pp |
| Employer contribution / active EE | $920 | $3,949-76.7% | $2,955-68.9% | $2,348-60.8% |
| Participant deferral / active EE | $1,529 | $4,947-69.1% | $4,889-68.7% | $3,246-52.9% |
| Admin fee / account holder | $3,876 | $775+399.9% | $12,841-69.8% | $1,167+232.1% |