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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 | $4,786 | $98,779-95.2% | $149,751-96.8% | $79,859-94.0% |
| Participation rate | 40.8% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 48.32% | 27.38%+20.9pp | 276.71%-228.4pp | 31.71%+16.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,189 | $5,682-79.1% | $6,843-82.6% | $3,741-68.2% |
| Admin fee / account holder | $345 | $6,053-94.3% | $9,312-96.3% | $5,307-93.5% |