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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 | $11,372 | $65,555-82.7% | $86,216-86.8% | $75,173-84.9% |
| Participation rate | 4.9% | 60.5%-55.6pp | 69.0%-64.1pp | 67.2%-62.3pp |
| Annual return | 15.23% | 46.07%-30.8pp | 1169.42%-1154.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $333 | $3,023-89.0% | $3,986-91.6% | $4,126-91.9% |
| Admin fee / account holder | $4,600 | $5,469-15.9% | $6,853-32.9% | $5,651-18.6% |