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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 | $11,860 | $75,962-84.4% | $154,108-92.3% | $64,173-81.5% |
| Participation rate | 41.9% | 70.4%-28.5pp | 83.0%-41.1pp | 69.6%-27.6pp |
| Annual return | 4.51% | 30.32%-25.8pp | 735.21%-730.7pp | 7.63%-3.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $773 | $3,175-75.6% | $5,081-84.8% | $3,470-77.7% |
| Admin fee / account holder | $726 | $5,589-87.0% | $13,411-94.6% | $4,887-85.1% |