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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 | $9,294 | $64,359-85.6% | $90,161-89.7% | $70,126-86.7% |
| Participation rate | 22.8% | 70.4%-47.6pp | 76.9%-54.1pp | 69.5%-46.7pp |
| Annual return | 34.52% | 28.13%+6.4pp | 34.89%-0.4pp | 73.15%-38.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $246 | $4,389-94.4% | $5,287-95.3% | $3,332-92.6% |
| Admin fee / account holder | $374 | $3,945-90.5% | $5,943-93.7% | $4,645-91.9% |