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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 | $15,972 | $49,025-67.4% | $87,502-81.7% | $62,881-74.6% |
| Participation rate | 39.6% | 64.9%-25.3pp | 73.8%-34.3pp | 69.3%-29.7pp |
| Annual return | 5.61% | 10.02%-4.4pp | 12.21%-6.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $491 | $1,372-64.2% | $2,550-80.7% | $2,281-78.5% |
| Participant deferral / active EE | $627 | $2,289-72.6% | $3,149-80.1% | $3,203-80.4% |
| Admin fee / account holder | $531 | $4,065-86.9% | $4,221-87.4% | $4,296-87.6% |