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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 | $13,771 | $65,082-78.8% | $81,367-83.1% | $59,633-76.9% |
| Participation rate | 59.2% | 76.0%-16.8pp | 82.3%-23.1pp | 68.7%-9.5pp |
| Annual return | 5.95% | 1.16%+4.8pp | -0.92%+6.9pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $582 | $4,083-85.7% | $5,383-89.2% | $3,192-81.7% |
| Admin fee / account holder | $5,659 | $7,582-25.4% | $8,926-36.6% | $4,297+31.7% |