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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 | $7,469 | $78,425-90.5% | $95,956-92.2% | $79,858-90.6% |
| Participation rate | 37.2% | 73.5%-36.3pp | 77.1%-39.9pp | 69.6%-32.4pp |
| Annual return | 20.54% | 19.37%+1.2pp | 91.63%-71.1pp | 31.72%-11.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $559 | $3,440-83.7% | $4,167-86.6% | $3,740-85.0% |
| Admin fee / account holder | $713 | $5,622-87.3% | $6,797-89.5% | $5,306-86.6% |