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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 | $15,189 | $306,927-95.1% | $156,551-90.3% | - |
| Participation rate | 16.2% | 59.9%-43.7pp | 84.0%-67.9pp | - |
| Annual return | 6.22% | 1.08%+5.1pp | 32.23%-26.0pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $104 | $1,779-94.2% | $4,871-97.9% | - |
| Admin fee / account holder | $488 | $73,834-99.3% | $13,028-96.3% | - |