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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 | $17,713 | $70,002-74.7% | $115,038-84.6% | $52,331-66.2% |
| Participation rate | 53.7% | 72.1%-18.4pp | 81.4%-27.7pp | 68.1%-14.4pp |
| Annual return | 24.10% | 4.04%+20.1pp | 26.14%-2.0pp | 4.54%+19.6pp |
| Employer contribution / active EE | $529 | $2,715-80.5% | $4,608-88.5% | $1,882-71.9% |
| Participant deferral / active EE | $1,104 | $4,920-77.6% | $6,026-81.7% | $3,022-63.5% |
| Admin fee / account holder | $1,779 | $566+214.4% | $8,175-78.2% | $592+200.8% |