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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 | $19,128 | $77,472-75.3% | $100,392-80.9% | $80,935-76.4% |
| Participation rate | 34.4% | 76.9%-42.6pp | 81.5%-47.1pp | 67.7%-33.3pp |
| Annual return | 13.65% | 37.26%-23.6pp | 49.45%-35.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,540 | $6,818-62.7% | $8,090-68.6% | $4,299-40.9% |
| Admin fee / account holder | $800 | $5,885-86.4% | $7,904-89.9% | $6,924-88.4% |