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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 | $4,786 | $36,767-87.0% | $81,473-94.1% | $62,293-92.3% |
| Participation rate | 31.2% | 54.4%-23.3pp | 68.0%-36.8pp | 69.5%-38.3pp |
| Annual return | 49.56% | 173.80%-124.2pp | 38.78%+10.8pp | 28.90%+20.7pp |
| Employer contribution / active EE | $211 | $1,128-81.3% | $2,568-91.8% | $2,042-89.7% |
| Participant deferral / active EE | $545 | $2,111-74.2% | $3,537-84.6% | $3,169-82.8% |
| Admin fee / account holder | $376 | $797-52.9% | $4,561-91.8% | $479-21.6% |