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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 | $7,449 | $85,766-91.3% | $136,298-94.5% | $70,126-89.4% |
| Participation rate | 31.3% | 74.2%-42.8pp | 81.9%-50.6pp | 69.5%-38.2pp |
| Annual return | 22.71% | 31.46%-8.7pp | 5156.27%-5133.6pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,192 | $5,051-76.4% | $6,247-80.9% | $3,332-64.2% |
| Admin fee / account holder | $633 | $5,421-88.3% | $9,244-93.2% | $4,645-86.4% |