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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 | $4,990 | $57,305-91.3% | $86,640-94.2% | $75,173-93.4% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 14.88% | 2674.24%-2659.4pp | 592.52%-577.6pp | 160.72%-145.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $104 | $3,320-96.9% | $4,438-97.7% | $4,126-97.5% |
| Admin fee / account holder | $462 | $4,116-88.8% | $5,616-91.8% | $5,651-91.8% |