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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 | $10,834 | $72,012-85.0% | $185,827-94.2% | $79,858-86.4% |
| Participation rate | 27.1% | 65.8%-38.6pp | 78.0%-50.9pp | 69.6%-42.5pp |
| Annual return | 34.24% | 23.12%+11.1pp | 35.96%-1.7pp | 31.72%+2.5pp |
| Employer contribution / active EE | $431 | $1,965-78.0% | $4,087-89.4% | $2,471-82.5% |
| Participant deferral / active EE | $927 | $3,779-75.5% | $5,633-83.5% | $3,740-75.2% |
| Admin fee / account holder | $1,357 | $4,513-69.9% | $9,502-85.7% | $5,306-74.4% |