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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 | $4,011 | $100,938-96.0% | $90,461-95.6% | $158,982-97.5% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 14.53% | 1727.20%-1712.7pp | 1294.76%-1280.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $674 | $4,350-84.5% | $3,964-83.0% | $5,983-88.7% |
| Admin fee / account holder | $4,375 | $6,510-32.8% | $5,617-22.1% | $11,252-61.1% |