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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 | $10,767 | $50,554-78.7% | $67,681-84.1% | $87,485-87.7% |
| Participation rate | 53.3% | 67.7%-14.4pp | 73.7%-20.4pp | 68.9%-15.6pp |
| Annual return | 28.06% | 17.81%+10.2pp | 590.58%-562.5pp | 26.06%+2.0pp |
| Employer contribution / active EE | $687 | $1,988-65.5% | $2,678-74.4% | $2,596-73.6% |
| Participant deferral / active EE | $950 | $2,961-67.9% | $3,976-76.1% | $4,274-77.8% |
| Admin fee / account holder | $565 | $4,132-86.3% | $6,100-90.7% | $7,775-92.7% |