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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 | $146,215-79.6% | $100,712-70.4% | - |
| Participation rate | 60.6% | 58.8%+1.9pp | 69.3%-8.7pp | - |
| Annual return | 14.00% | 10.61%+3.4pp | 33.27%-19.3pp | - |
| Employer contribution / active EE | $0 | $865-100.0% | $2,313-100.0% | - |
| Participant deferral / active EE | $1,419 | $3,311-57.1% | $4,085-65.3% | - |
| Admin fee / account holder | $1,863 | $5,795-67.9% | $9,256-79.9% | - |