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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 | $13,785 | $86,050-84.0% | $189,758-92.7% | $94,015-85.3% |
| Participation rate | 36.6% | 68.9%-32.3pp | 79.8%-43.2pp | 70.8%-34.2pp |
| Annual return | 17.90% | 17.77%+0.1pp | 52.62%-34.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $633 | $2,819-77.5% | $4,767-86.7% | $2,790-77.3% |
| Participant deferral / active EE | $795 | $3,349-76.3% | $5,856-86.4% | $4,249-81.3% |
| Admin fee / account holder | $1,104 | $6,627-83.3% | $20,388-94.6% | $8,951-87.7% |