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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 | $12,466 | $58,048-78.5% | $94,215-86.8% | $65,306-80.9% |
| Participation rate | 23.1% | 45.3%-22.2pp | 70.0%-46.9pp | 57.7%-34.6pp |
| Annual return | 23.35% | 19.61%+3.7pp | 28.22%-4.9pp | 21.94%+1.4pp |
| Employer contribution / active EE | $208 | $1,427-85.5% | $2,675-92.2% | $1,967-89.4% |
| Participant deferral / active EE | $757 | $2,407-68.5% | $4,276-82.3% | $2,959-74.4% |
| Admin fee / account holder | $737 | $4,610-84.0% | $10,216-92.8% | $3,480-78.8% |