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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 | $6,818 | $100,938-93.2% | $90,461-92.5% | $158,982-95.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 10.36% | 1727.20%-1716.8pp | 1294.76%-1284.4pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $473 | $4,350-89.1% | $3,964-88.1% | $5,983-92.1% |
| Admin fee / account holder | $6,475 | $6,510-0.5% | $5,617+15.3% | $11,252-42.5% |