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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 | $10,894 | $65,434-83.4% | $98,483-88.9% | $85,847-87.3% |
| Participation rate | 12.2% | 65.0%-52.9pp | 73.3%-61.2pp | 69.3%-57.2pp |
| Annual return | 24.90% | 21.75%+3.1pp | 1494.38%-1469.5pp | 318.61%-293.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $337 | $3,168-89.4% | $4,276-92.1% | $3,952-91.5% |
| Admin fee / account holder | $2,850 | $4,595-38.0% | $5,953-52.1% | $6,261-54.5% |