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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 | $9,693 | $82,523-88.3% | $115,752-91.6% | $70,126-86.2% |
| Participation rate | 44.1% | 74.0%-29.9pp | 77.8%-33.7pp | 69.5%-25.5pp |
| Annual return | 20.95% | 28.22%-7.3pp | 19.41%+1.5pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $358 | $4,062-91.2% | $5,204-93.1% | $3,332-89.3% |
| Admin fee / account holder | $862 | $4,552-81.1% | $6,278-86.3% | $4,645-81.5% |