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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 | $12,916 | $101,950-87.3% | $125,529-89.7% | $86,983-85.2% |
| Participation rate | 43.5% | 70.2%-26.7pp | 74.7%-31.2pp | 69.5%-26.1pp |
| Annual return | 19.04% | 18.29%+0.7pp | 202.56%-183.5pp | 25.83%-6.8pp |
| Employer contribution / active EE | $864 | $2,358-63.4% | $3,058-71.7% | $2,584-66.6% |
| Participant deferral / active EE | $1,312 | $3,862-66.0% | $4,813-72.7% | $4,194-68.7% |
| Admin fee / account holder | $844 | $12,791-93.4% | $16,298-94.8% | $7,856-89.3% |