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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 | $21,062 | $99,994-78.9% | $146,647-85.6% | $85,851-75.5% |
| Participation rate | 34.7% | 73.1%-38.3pp | 80.1%-45.4pp | 69.3%-34.6pp |
| Annual return | 20.58% | 18.93%+1.6pp | 22.75%-2.2pp | 318.63%-298.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $709 | $4,006-82.3% | $5,506-87.1% | $3,952-82.1% |
| Admin fee / account holder | $975 | $7,703-87.3% | $10,281-90.5% | $6,261-84.4% |