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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 | $24,002 | $151,490-84.2% | $102,267-76.5% | - |
| Participation rate | 40.4% | 67.5%-27.1pp | 70.2%-29.8pp | - |
| Annual return | 13.66% | 14.17%-0.5pp | 13.19%+0.5pp | - |
| Employer contribution / active EE | $1,079 | $2,542-57.5% | $12,549-91.4% | - |
| Participant deferral / active EE | $2,017 | $4,237-52.4% | $1,009+100.0% | - |
| Admin fee / account holder | $4,327 | $25,345-82.9% | $3,985+8.6% | - |