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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 | $4,859 | $58,391-91.7% | $76,657-93.7% | $72,975-93.3% |
| Participation rate | 13.5% | 67.4%-53.9pp | 72.1%-58.6pp | 69.5%-56.0pp |
| Annual return | 26.64% | 2306.65%-2280.0pp | 1166.74%-1140.1pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $834 | $2,690-69.0% | $3,335-75.0% | $3,608-76.9% |
| Admin fee / account holder | $1,252 | $4,014-68.8% | $6,423-80.5% | $5,124-75.6% |