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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 | $12,412 | $58,523-78.8% | $99,475-87.5% | $72,975-83.0% |
| Participation rate | 32.1% | 64.6%-32.5pp | 73.8%-41.7pp | 69.5%-37.3pp |
| Annual return | 18.92% | 28.51%-9.6pp | 30.72%-11.8pp | 81.01%-62.1pp |
| Employer contribution / active EE | $570 | $1,512-62.3% | $2,540-77.6% | $2,440-76.6% |
| Participant deferral / active EE | $727 | $2,606-72.1% | $3,619-79.9% | $3,608-79.8% |
| Admin fee / account holder | $2,222 | $4,102-45.8% | $6,252-64.5% | $5,124-56.6% |