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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 | $6,727 | $100,194-93.3% | $122,979-94.5% | $86,983-92.3% |
| Participation rate | 46.2% | 73.0%-26.8pp | 77.2%-31.0pp | 69.5%-23.4pp |
| Annual return | 85.53% | 16.47%+69.1pp | 20.12%+65.4pp | 25.83%+59.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,270 | $4,133-69.3% | $5,003-74.6% | $4,194-69.7% |
| Admin fee / account holder | $441 | $10,148-95.7% | $12,864-96.6% | $7,856-94.4% |