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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 | $25,955 | $157,755-83.5% | $109,313-76.3% | - |
| Participation rate | 32.3% | 56.0%-23.7pp | 71.3%-38.9pp | - |
| Annual return | 8.34% | 5.09%+3.2pp | 22.07%-13.7pp | - |
| Employer contribution / active EE | $0 | $1,256-100.0% | $3,892-100.0% | - |
| Participant deferral / active EE | $740 | $2,072-64.3% | $3,166-76.6% | - |
| Admin fee / account holder | $3,496 | $7,421-52.9% | $5,666-38.3% | - |