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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 | $8,942 | $101,653-91.2% | $147,080-93.9% | $74,459-88.0% |
| Participation rate | 33.0% | 75.6%-42.5pp | 82.2%-49.1pp | 67.2%-34.2pp |
| Annual return | 14.23% | 8754.98%-8740.7pp | 420.17%-405.9pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,952 | $7,304-73.3% | $8,066-75.8% | $4,350-55.1% |
| Admin fee / account holder | $3,072 | $1,752+75.4% | $12,989-76.3% | $1,945+58.0% |