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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 | $29,857 | $135,057-77.9% | $98,716-69.8% | - |
| Participation rate | 60.6% | 54.8%+5.8pp | 69.3%-8.7pp | - |
| Annual return | 14.00% | 11.95%+2.0pp | 31.81%-17.8pp | - |
| Employer contribution / active EE | $0 | $831-100.0% | $2,279-100.0% | - |
| Participant deferral / active EE | $1,419 | $3,078-53.9% | $4,048-64.9% | - |
| Admin fee / account holder | $1,863 | $5,301-64.9% | $8,703-78.6% | - |