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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 | $6,189 | $56,110-89.0% | $94,993-93.5% | $70,126-91.2% |
| Participation rate | 16.3% | 65.0%-48.7pp | 73.9%-57.6pp | 69.5%-53.3pp |
| Annual return | 374.09% | 51.02%+323.1pp | 27.14%+346.9pp | 73.15%+300.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $337 | $2,391-85.9% | $3,317-89.8% | $3,332-89.9% |
| Admin fee / account holder | $629 | $3,456-81.8% | $4,960-87.3% | $4,645-86.5% |