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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 | $4,170 | $91,179-95.4% | $178,499-97.7% | $79,852-94.8% |
| Participation rate | 34.1% | 69.2%-35.1pp | 81.9%-47.8pp | 69.6%-35.5pp |
| Annual return | 24.54% | 24.19%+0.3pp | 151.10%-126.6pp | 31.72%-7.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $474 | $3,236-85.4% | $5,202-90.9% | $3,740-87.3% |
| Admin fee / account holder | $313 | $6,749-95.4% | $13,986-97.8% | $5,306-94.1% |