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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 | $15,321 | $215,361-92.9% | $171,082-91.0% | $273,972-94.4% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | 5.85% | 25.14%-19.3pp | 32.56%-26.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $329 | $4,967-93.4% | $4,002-91.8% | $4,869-93.2% |
| Participant deferral / active EE | $440 | $5,543-92.1% | $4,797-90.8% | $5,287-91.7% |
| Admin fee / account holder | $2,023 | $10,846-81.3% | $8,520-76.3% | $10,133-80.0% |