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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 | $12,456 | $85,766-85.5% | $136,298-90.9% | $70,126-82.2% |
| Participation rate | 32.1% | 74.2%-42.0pp | 81.9%-49.8pp | 69.5%-37.4pp |
| Annual return | 19.20% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $670 | $5,051-86.7% | $6,247-89.3% | $3,332-79.9% |
| Admin fee / account holder | $559 | $5,421-89.7% | $9,244-94.0% | $4,645-88.0% |