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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 | $11,495 | $85,766-86.6% | $136,297-91.6% | $70,124-83.6% |
| Participation rate | 6.1% | 74.2%-68.0pp | 81.9%-75.8pp | 69.5%-63.4pp |
| Annual return | 86.18% | 31.45%+54.7pp | 5156.19%-5070.0pp | 73.14%+13.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $160 | $5,051-96.8% | $6,247-97.4% | $3,332-95.2% |
| Admin fee / account holder | $1,248 | $5,420-77.0% | $9,244-86.5% | $4,645-73.1% |