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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 | $17,698 | $89,652-80.3% | $141,177-87.5% | $65,185-72.8% |
| Participation rate | 7.5% | 74.7%-67.2pp | 82.5%-75.0pp | 70.2%-62.7pp |
| Annual return | 39.46% | 32.79%+6.7pp | 71.40%-31.9pp | 29.38%+10.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,843 | $5,691-67.6% | $6,710-72.5% | $3,514-47.6% |
| Admin fee / account holder | $1,205 | $569+111.9% | $10,263-88.3% | $847+42.2% |