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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 | $10,177 | $57,352-82.3% | $83,831-87.9% | $64,173-84.1% |
| Participation rate | 52.3% | 68.6%-16.3pp | 76.1%-23.9pp | 69.6%-17.3pp |
| Annual return | 8.36% | 11.38%-3.0pp | 850.99%-842.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $752 | $2,993-74.9% | $4,082-81.6% | $3,470-78.3% |
| Admin fee / account holder | $645 | $4,046-84.1% | $5,479-88.2% | $4,887-86.8% |