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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 | $14,009 | $69,771-79.9% | $67,524-79.3% | $74,400-81.2% |
| Participation rate | 26.5% | 71.4%-44.9pp | 72.9%-46.4pp | 67.2%-40.7pp |
| Annual return | 13.08% | -40.49%+53.6pp | 3519.41%-3506.3pp | 1367.51%-1354.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $446 | $3,638-87.8% | $4,001-88.9% | $4,348-89.8% |
| Admin fee / account holder | $1,349 | $889+51.7% | $4,001-66.3% | $1,944-30.6% |