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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 | $1,977 | $215,169-99.1% | $88,497-97.8% | - |
| Participation rate | 7.1% | 66.0%-58.9pp | 82.4%-75.3pp | - |
| Annual return | 18.30% | 8.06%+10.2pp | 7.63%+10.7pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $4,036-100.0% | - |
| Participant deferral / active EE | $168 | $2,837-94.1% | $4,899-96.6% | - |
| Admin fee / account holder | $605 | $27,681-97.8% | $6,220-90.3% | - |