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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 | $8,283 | $56,197-85.3% | $67,652-87.8% | $59,633-86.1% |
| Participation rate | 10.3% | 71.5%-61.1pp | 75.7%-65.3pp | 68.7%-58.3pp |
| Annual return | 1.90% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $742 | $2,844-73.9% | $3,560-79.2% | $3,192-76.8% |
| Admin fee / account holder | $28,061 | $3,958+609.0% | $4,821+482.1% | $4,297+553.0% |