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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 | $6,301 | $72,273-91.3% | $101,275-93.8% | $79,856-92.1% |
| Participation rate | 41.5% | 68.5%-27.0pp | 75.8%-34.3pp | 69.6%-28.2pp |
| Annual return | 48.28% | 22.30%+26.0pp | 46.48%+1.8pp | 31.71%+16.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $938 | $3,282-71.4% | $4,371-78.5% | $3,741-74.9% |
| Admin fee / account holder | $477 | $4,401-89.2% | $5,948-92.0% | $5,306-91.0% |