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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 | $2,521 | $335,055-99.2% | $150,298-98.3% | - |
| Participation rate | 60.6% | 50.7%+9.9pp | 77.8%-17.2pp | - |
| Annual return | 16.80% | 11.52%+5.3pp | 62.79%-46.0pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $628 | $1,801-65.1% | $5,453-88.5% | - |
| Admin fee / account holder | $1,346 | $66,580-98.0% | $14,116-90.5% | - |