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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 | $8,917 | $77,901-88.6% | $149,717-94.0% | $75,181-88.1% |
| Participation rate | 7.1% | 65.6%-58.4pp | 78.8%-71.6pp | 67.2%-60.1pp |
| Annual return | 227.88% | 31.73%+196.2pp | 134.41%+93.5pp | 160.69%+67.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $642 | $3,411-81.2% | $5,682-88.7% | $4,126-84.4% |
| Admin fee / account holder | $10,722 | $5,949+80.2% | $13,213-18.9% | $5,650+89.8% |