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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 | $18,046 | $89,739-79.9% | $149,721-87.9% | $62,293-71.0% |
| Participation rate | 54.2% | 85.1%-30.9pp | 87.1%-32.9pp | 69.5%-15.3pp |
| Annual return | 18.33% | 21.01%-2.7pp | 1501.67%-1483.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,586 | $4,797-66.9% | $6,568-75.9% | $3,169-50.0% |
| Admin fee / account holder | $570 | $551+3.4% | $11,282-94.9% | $479+18.9% |