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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 | $6,361 | $67,170-90.5% | $74,577-91.5% | - |
| Participation rate | 62.6% | 57.3%+5.4pp | 68.1%-5.5pp | - |
| Annual return | 24.01% | -0.47%+24.5pp | 20.47%+3.5pp | - |
| Employer contribution / active EE | $2,594 | $1,012+156.5% | $2,525+2.7% | - |
| Participant deferral / active EE | $524 | $1,399-62.5% | $3,458-84.8% | - |
| Admin fee / account holder | $759 | $6,934-89.1% | $4,138-81.7% | - |