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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 | $6,549 | $79,025-91.7% | - | $273,972-97.6% |
| Participation rate | 6.3% | 74.3%-68.1pp | - | 83.0%-76.8pp |
| Annual return | 3.77% | 18.58%-14.8pp | - | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $4,094-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $401 | $3,420-88.3% | - | $5,287-92.4% |
| Admin fee / account holder | $4,183 | $13,337-68.6% | - | $10,133-58.7% |