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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 | $16,146 | $78,694-79.5% | $67,652-76.1% | $125,389-87.1% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | 1.41% | 9.46%-8.0pp | 6625.40%-6624.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $333 | $4,292-92.2% | $3,560-90.6% | $5,352-93.8% |
| Admin fee / account holder | $3,336 | $7,403-54.9% | $4,821-30.8% | $9,541-65.0% |