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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 | $9,647 | $45,050-78.6% | $63,018-84.7% | $70,126-86.2% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 21.83% | 18.76%+3.1pp | 87.62%-65.8pp | 73.15%-51.3pp |
| Employer contribution / active EE | $403 | $2,052-80.3% | $2,761-85.4% | $2,343-82.8% |
| Participant deferral / active EE | $489 | $2,466-80.2% | $3,330-85.3% | $3,332-85.3% |
| Admin fee / account holder | $1,556 | $2,834-45.1% | $3,601-56.8% | $4,645-66.5% |