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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 | $27,940 | $78,423-64.4% | $95,964-70.9% | $79,856-65.0% |
| Participation rate | 38.5% | 73.5%-35.0pp | 77.1%-38.6pp | 69.6%-31.2pp |
| Annual return | 29.77% | 19.37%+10.4pp | 91.64%-61.9pp | 31.71%-1.9pp |
| Employer contribution / active EE | $791 | $1,945-59.4% | $2,541-68.9% | $2,471-68.0% |
| Participant deferral / active EE | $1,491 | $3,440-56.7% | $4,167-64.2% | $3,741-60.1% |
| Admin fee / account holder | $826 | $5,622-85.3% | $6,797-87.9% | $5,306-84.4% |