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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 | $11,709 | $63,949-81.7% | $129,031-90.9% | $94,015-87.5% |
| Participation rate | 55.6% | 63.4%-7.9pp | 73.4%-17.8pp | 70.8%-15.3pp |
| Annual return | 18.97% | 17.56%+1.4pp | 34.67%-15.7pp | 17.84%+1.1pp |
| Employer contribution / active EE | $693 | $1,865-62.8% | $3,226-78.5% | $2,790-75.1% |
| Participant deferral / active EE | $1,106 | $3,686-70.0% | $5,217-78.8% | $4,249-74.0% |
| Admin fee / account holder | $768 | $5,523-86.1% | $13,208-94.2% | $8,951-91.4% |