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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 | $16,800 | $91,418-81.6% | $87,104-80.7% | - |
| Participation rate | 52.5% | 78.6%-26.0pp | 76.9%-24.3pp | - |
| Annual return | 22.09% | 14.06%+8.0pp | 28.19%-6.1pp | - |
| Employer contribution / active EE | $1,067 | $2,156-50.5% | $2,521-57.7% | - |
| Participant deferral / active EE | $1,684 | $3,251-48.2% | $4,048-58.4% | - |
| Admin fee / account holder | $616 | $8,929-93.1% | $7,491-91.8% | - |