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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 | $8,639 | $98,760-91.3% | $149,715-94.2% | $79,858-89.2% |
| Participation rate | 19.4% | 75.8%-56.3pp | 82.5%-63.0pp | 69.6%-50.2pp |
| Annual return | 56.47% | 27.43%+29.0pp | 276.66%-220.2pp | 31.72%+24.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $463 | $5,681-91.8% | $6,842-93.2% | $3,740-87.6% |
| Admin fee / account holder | $1,019 | $6,053-83.2% | $9,310-89.1% | $5,306-80.8% |