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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 | $8,543 | $83,485-89.8% | $125,192-93.2% | $72,975-88.3% |
| Participation rate | 32.7% | 73.3%-40.6pp | 79.8%-47.1pp | 69.5%-36.8pp |
| Annual return | 63.62% | 25.77%+37.9pp | 43.79%+19.8pp | 81.01%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,485 | $3,586-58.6% | $4,937-69.9% | $3,608-58.8% |
| Admin fee / account holder | $1,285 | $5,518-76.7% | $9,704-86.8% | $5,124-74.9% |