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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 | $16,506 | $59,456-72.2% | $93,669-82.4% | $74,429-77.8% |
| Participation rate | 22.4% | 59.6%-37.3pp | 68.7%-46.3pp | 67.2%-44.8pp |
| Annual return | 12.48% | 82.00%-69.5pp | 133.59%-121.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,209 | $3,052-60.4% | $4,416-72.6% | $4,348-72.2% |
| Admin fee / account holder | $4,873 | $3,026+61.0% | $8,291-41.2% | $1,944+150.6% |