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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 | $34,848 | $100,194-65.2% | $122,979-71.7% | $86,983-59.9% |
| Participation rate | 32.4% | 73.0%-40.6pp | 77.2%-44.8pp | 69.5%-37.1pp |
| Annual return | 18.79% | 16.47%+2.3pp | 20.12%-1.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $707 | $2,326-69.6% | $3,062-76.9% | $2,584-72.7% |
| Participant deferral / active EE | $1,455 | $4,133-64.8% | $5,003-70.9% | $4,194-65.3% |
| Admin fee / account holder | $1,299 | $10,148-87.2% | $12,864-89.9% | $7,856-83.5% |