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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 | $4,711 | $155,840-97.0% | $124,694-96.2% | $167,553-97.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 74.6%-41.3pp | 82.1%-48.8pp |
| Annual return | 12.14% | 17.98%-5.8pp | 5144.82%-5132.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $0 | $4,165-100.0% | $3,325-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $592 | $5,675-89.6% | $4,615-87.2% | $6,343-90.7% |
| Admin fee / account holder | $3,611 | $9,536-62.1% | $7,495-51.8% | $12,316-70.7% |