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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 | $7,642 | $109,905-93.0% | $98,506-92.2% | $167,553-95.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 20.37% | 1960.20%-1939.8pp | 1494.92%-1474.6pp | 478.89%-458.5pp |
| Employer contribution / active EE | $796 | $3,226-75.3% | $2,961-73.1% | $4,840-83.6% |
| Participant deferral / active EE | $2 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16,291 | $6,760+141.0% | $5,955+173.6% | $12,316+32.3% |