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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 | $30,603 | $196,842-84.5% | $118,946-74.3% | - |
| Participation rate | 21.2% | 71.6%-50.3pp | 75.4%-54.2pp | - |
| Annual return | 12.79% | 11.43%+1.4pp | 35.89%-23.1pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,263-100.0% | - |
| Participant deferral / active EE | $554 | $3,828-85.5% | $4,266-87.0% | - |
| Admin fee / account holder | $2,333 | $15,940-85.4% | $6,581-64.6% | - |