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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 | $16,237 | $79,753-79.6% | $105,624-84.6% | - |
| Participation rate | 30.3% | 68.4%-38.1pp | 75.3%-45.0pp | - |
| Annual return | 29.73% | 10.74%+19.0pp | 116.20%-86.5pp | - |
| Employer contribution / active EE | $1,040 | $2,584-59.8% | $3,168-67.2% | - |
| Participant deferral / active EE | $1,281 | $4,151-69.1% | $5,013-74.4% | - |
| Admin fee / account holder | $1,337 | $4,140-67.7% | $10,961-87.8% | - |