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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 | $29,421 | $101,591-71.0% | $147,096-80.0% | $74,429-60.5% |
| Participation rate | 25.5% | 75.5%-50.1pp | 82.2%-56.7pp | 67.2%-41.7pp |
| Annual return | 16.69% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,688 | $7,302-63.2% | $8,071-66.7% | $4,348-38.2% |
| Admin fee / account holder | $4,786 | $1,750+173.5% | $13,005-63.2% | $1,944+146.2% |