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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 | $38,516 | $116,462-66.9% | $300,297-87.2% | $116,462-66.9% |
| Participation rate | 53.4% | 74.7%-21.3pp | 83.3%-29.9pp | 74.7%-21.3pp |
| Annual return | 14.85% | 15.65%-0.8pp | 6.06%+8.8pp | 15.65%-0.8pp |
| Employer contribution / active EE | $853 | $3,231-73.6% | $4,605-81.5% | $3,231-73.6% |
| Participant deferral / active EE | $1,545 | $3,836-59.7% | $4,511-65.7% | $3,836-59.7% |
| Admin fee / account holder | $2,602 | $12,754-79.6% | $16,510-84.2% | $12,754-79.6% |