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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 | $13,087 | $62,589-79.1% | $76,768-83.0% | $64,173-79.6% |
| Participation rate | 39.2% | 72.8%-33.6pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | 62.72% | -1.95%+64.7pp | 2.43%+60.3pp | 7.63%+55.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $606 | $3,145-80.7% | $3,852-84.3% | $3,470-82.5% |
| Admin fee / account holder | $4,477 | $4,667-4.1% | $6,675-32.9% | $4,887-8.4% |