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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 | $27,435 | $78,707-65.1% | $117,861-76.7% | $70,126-60.9% |
| Participation rate | 69.4% | 73.2%-3.8pp | 79.7%-10.3pp | 69.5%-0.2pp |
| Annual return | 16.21% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $576 | $2,223-74.1% | $3,786-84.8% | $2,343-75.4% |
| Participant deferral / active EE | $1,262 | $3,297-61.7% | $4,482-71.8% | $3,332-62.1% |
| Admin fee / account holder | $3,818 | $5,066-24.6% | $8,021-52.4% | $4,645-17.8% |