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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 | $6,531 | $60,349-89.2% | $74,184-91.2% | $62,881-89.6% |
| Participation rate | 48.1% | 72.7%-24.6pp | 76.6%-28.5pp | 69.3%-21.2pp |
| Annual return | 1168.63% | 21.38%+1147.3pp | 17.74%+1150.9pp | 20.14%+1148.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $943 | $2,856-67.0% | $3,550-73.4% | $3,203-70.6% |
| Admin fee / account holder | $729 | $4,261-82.9% | $5,586-87.0% | $4,296-83.0% |