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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 | $101,672-71.1% | $147,117-80.0% | $74,478-60.5% |
| Participation rate | 25.5% | 75.5%-50.1pp | 82.2%-56.7pp | 67.2%-41.7pp |
| Annual return | 16.69% | 8757.83%-8741.1pp | 420.54%-403.9pp | 1370.56%-1353.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,688 | $7,305-63.2% | $8,065-66.7% | $4,350-38.2% |
| Admin fee / account holder | $4,786 | $1,753+173.0% | $12,993-63.2% | $1,946+146.0% |