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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 | $11,229 | $51,708-78.3% | $106,619-89.5% | $62,881-82.1% |
| Participation rate | 56.7% | 66.9%-10.2pp | 78.0%-21.3pp | 69.3%-12.6pp |
| Annual return | 10.23% | 4.69%+5.5pp | 9.42%+0.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $508 | $1,764-71.2% | $3,947-87.1% | $2,281-77.7% |
| Participant deferral / active EE | $638 | $2,315-72.4% | $3,930-83.8% | $3,203-80.1% |
| Admin fee / account holder | $952 | $3,349-71.6% | $6,418-85.2% | $4,296-77.8% |