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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 | $5,943 | $98,776-94.0% | $149,745-96.0% | $79,856-92.6% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.5%-40.1pp | 69.6%-27.2pp |
| Annual return | 30.80% | 27.38%+3.4pp | 276.72%-245.9pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,440 | $5,681-74.6% | $6,843-79.0% | $3,741-61.5% |
| Admin fee / account holder | $1,078 | $6,053-82.2% | $9,312-88.4% | $5,306-79.7% |