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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 | $13,994 | $49,796-71.9% | $136,867-89.8% | $69,255-79.8% |
| Participation rate | 17.9% | 62.1%-44.1pp | 74.5%-56.6pp | 69.0%-51.1pp |
| Annual return | 21.05% | 12.45%+8.6pp | 42.97%-21.9pp | 26.73%-5.7pp |
| Employer contribution / active EE | $424 | $2,044-79.3% | $3,547-88.0% | $2,645-84.0% |
| Participant deferral / active EE | $596 | $2,062-71.1% | $4,924-87.9% | $2,890-79.4% |
| Admin fee / account holder | $1,358 | $484+180.5% | $10,340-86.9% | $733+85.3% |