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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 | $6,707 | $53,837-87.5% | $75,714-91.1% | $85,847-92.2% |
| Participation rate | 15.2% | 69.1%-53.9pp | 74.8%-59.7pp | 69.3%-54.2pp |
| Annual return | 152.86% | 24.54%+128.3pp | 104.62%+48.2pp | 318.61%-165.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $737 | $2,895-74.5% | $3,820-80.7% | $3,952-81.4% |
| Admin fee / account holder | $417 | $3,339-87.5% | $3,619-88.5% | $6,261-93.3% |