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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 | $9,120 | $287,456-96.8% | $170,435-94.6% | - |
| Participation rate | 42.4% | 60.6%-18.2pp | 83.6%-41.2pp | - |
| Annual return | 35.00% | 6.06%+28.9pp | 205.94%-170.9pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $1,264 | $2,113-40.2% | $4,939-74.4% | - |
| Admin fee / account holder | $529 | $39,812-98.7% | $13,881-96.2% | - |