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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 | $101,539-91.2% | $147,041-93.9% | $74,400-88.0% |
| Participation rate | 33.0% | 75.5%-42.5pp | 82.2%-49.1pp | 67.2%-34.2pp |
| Annual return | 14.23% | 8740.84%-8726.6pp | 419.21%-405.0pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,952 | $7,304-73.3% | $8,071-75.8% | $4,348-55.1% |
| Admin fee / account holder | $3,072 | $1,749+75.6% | $13,006-76.4% | $1,944+58.1% |