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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 | $4,828 | $47,922-89.9% | $75,900-93.6% | $65,186-92.6% |
| Participation rate | 8.7% | 63.0%-54.2pp | 69.3%-60.5pp | 70.2%-61.5pp |
| Annual return | 76.33% | 24.12%+52.2pp | 30.73%+45.6pp | 29.39%+46.9pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $385 | $2,550-84.9% | $3,604-89.3% | $3,514-89.1% |
| Admin fee / account holder | $523 | $532-1.6% | $5,421-90.4% | $847-38.3% |