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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 | $9,667 | $61,605-84.3% | $112,273-91.4% | $75,173-87.1% |
| Participation rate | 43.2% | 61.7%-18.4pp | 72.4%-29.2pp | 67.2%-24.0pp |
| Annual return | 54.61% | 28.47%+26.1pp | 30.23%+24.4pp | 160.72%-106.1pp |
| Employer contribution / active EE | $866 | $2,015-57.0% | $3,431-74.8% | $2,671-67.6% |
| Participant deferral / active EE | $474 | $3,108-84.7% | $4,800-90.1% | $4,126-88.5% |
| Admin fee / account holder | $719 | $4,862-85.2% | $7,752-90.7% | $5,651-87.3% |