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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 | $12,382 | $46,732-73.5% | $156,551-92.1% | $55,167-77.6% |
| Participation rate | 29.8% | 65.8%-36.0pp | 84.0%-54.2pp | 69.0%-39.2pp |
| Annual return | 7.21% | 17.72%-10.5pp | 32.23%-25.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $346 | $2,105-83.6% | $5,501-93.7% | $1,963-82.4% |
| Participant deferral / active EE | $384 | $2,204-82.6% | $4,871-92.1% | $3,054-87.4% |
| Admin fee / account holder | $2,206 | $418+427.4% | $13,028-83.1% | $504+337.9% |