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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 | $21,510 | $54,380-60.4% | $68,509-68.6% | $59,633-63.9% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | 16.98% | 2.83%+14.1pp | 8.27%+8.7pp | 2041.45%-2024.5pp |
| Employer contribution / active EE | $622 | $1,539-59.6% | $2,278-72.7% | $2,203-71.7% |
| Participant deferral / active EE | $856 | $2,643-67.6% | $3,382-74.7% | $3,192-73.2% |
| Admin fee / account holder | $1,677 | $3,885-56.8% | $5,275-68.2% | $4,297-61.0% |