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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 | $10,792 | $78,428-86.2% | $95,960-88.8% | $79,852-86.5% |
| Participation rate | 43.9% | 73.5%-29.6pp | 77.1%-33.2pp | 69.6%-25.7pp |
| Annual return | 36.53% | 19.37%+17.2pp | 91.63%-55.1pp | 31.72%+4.8pp |
| Employer contribution / active EE | $901 | $1,945-53.7% | $2,541-64.5% | $2,471-63.5% |
| Participant deferral / active EE | $1,130 | $3,440-67.1% | $4,167-72.9% | $3,740-69.8% |
| Admin fee / account holder | $791 | $5,622-85.9% | $6,797-88.4% | $5,306-85.1% |