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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 | $13,394 | $71,197-81.2% | $93,669-85.7% | $80,925-83.4% |
| Participation rate | 41.4% | 60.4%-19.0pp | 68.7%-27.3pp | 67.7%-26.3pp |
| Annual return | 12.34% | 11.27%+1.1pp | 133.59%-121.3pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,122 | $1,565-28.3% | $2,424-53.7% | $2,756-59.3% |
| Participant deferral / active EE | $913 | $4,036-77.4% | $4,416-79.3% | $4,299-78.8% |
| Admin fee / account holder | $6,431 | $6,959-7.6% | $8,291-22.4% | $6,940-7.3% |