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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 | $21,590 | $106,524-79.7% | $152,301-85.8% | $87,485-75.3% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.4%-38.7pp | 68.9%-25.2pp |
| Annual return | 27.17% | 26.89%+0.3pp | 80.50%-53.3pp | 26.06%+1.1pp |
| Employer contribution / active EE | $658 | $3,371-80.5% | $4,624-85.8% | $2,596-74.7% |
| Participant deferral / active EE | $906 | $6,525-86.1% | $8,004-88.7% | $4,274-78.8% |
| Admin fee / account holder | $5,569 | $8,287-32.8% | $14,398-61.3% | $7,775-28.4% |