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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 | $34,947 | $94,315-62.9% | $239,403-85.4% | $116,462-70.0% |
| Participation rate | 30.3% | 71.7%-41.4pp | 82.2%-51.9pp | 74.7%-44.4pp |
| Annual return | 13.63% | 19.05%-5.4pp | 3.34%+10.3pp | 15.65%-2.0pp |
| Employer contribution / active EE | $235 | $1,745-86.5% | $4,656-95.0% | $3,231-92.7% |
| Participant deferral / active EE | $470 | $2,870-83.6% | $4,239-88.9% | $3,836-87.8% |
| Admin fee / account holder | $23,494 | $9,071+159.0% | $21,121+11.2% | $12,754+84.2% |