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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 | $6,095 | $84,236-92.8% | $170,435-96.4% | $70,126-91.3% |
| Participation rate | 22.8% | 70.8%-48.0pp | 83.6%-60.8pp | 69.5%-46.7pp |
| Annual return | 82.31% | 23.06%+59.2pp | 205.94%-123.6pp | 73.15%+9.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $661 | $3,086-78.6% | $4,939-86.6% | $3,332-80.2% |
| Admin fee / account holder | $953 | $5,698-83.3% | $13,881-93.1% | $4,645-79.5% |