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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 | $26,418 | $116,462-77.3% | $525,660-95.0% | $116,462-77.3% |
| Participation rate | 42.3% | 74.7%-32.4pp | 88.1%-45.8pp | 74.7%-32.4pp |
| Annual return | 14.39% | 15.65%-1.3pp | -7.17%+21.6pp | 15.65%-1.3pp |
| Employer contribution / active EE | $911 | $3,231-71.8% | $6,528-86.0% | $3,231-71.8% |
| Participant deferral / active EE | $1,431 | $3,836-62.7% | $3,867-63.0% | $3,836-62.7% |
| Admin fee / account holder | $1,436 | $12,754-88.7% | $34,307-95.8% | $12,754-88.7% |