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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 | $14,714 | $69,383-78.8% | $101,275-85.5% | $73,497-80.0% |
| Participation rate | 18.6% | 68.4%-49.7pp | 75.8%-57.2pp | 70.7%-52.1pp |
| Annual return | 44.80% | 18.46%+26.3pp | 46.48%-1.7pp | 28.51%+16.3pp |
| Employer contribution / active EE | $617 | $2,628-76.5% | $3,660-83.1% | $2,270-72.8% |
| Participant deferral / active EE | $1,142 | $3,301-65.4% | $4,371-73.9% | $3,740-69.5% |
| Admin fee / account holder | $1,006 | $704+43.0% | $5,948-83.1% | $513+96.1% |