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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 | $8,380 | $78,707-89.4% | $117,861-92.9% | $70,126-88.1% |
| Participation rate | 19.1% | 73.2%-54.0pp | 79.7%-60.5pp | 69.5%-50.4pp |
| Annual return | 24.60% | 23.30%+1.3pp | 335.11%-310.5pp | 73.15%-48.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,348 | $3,297-59.1% | $4,482-69.9% | $3,332-59.5% |
| Admin fee / account holder | $5,554 | $5,066+9.6% | $8,021-30.8% | $4,645+19.6% |