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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 | $11,918 | $75,832-84.3% | $147,617-91.9% | $59,633-80.0% |
| Participation rate | 24.3% | 71.6%-47.3pp | 84.6%-60.3pp | 68.7%-44.4pp |
| Annual return | 11.75% | 0.37%+11.4pp | 61.98%-50.2pp | 2041.45%-2029.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $780 | $3,131-75.1% | $4,895-84.1% | $3,192-75.6% |
| Admin fee / account holder | $1,296 | $5,986-78.4% | $11,612-88.8% | $4,297-69.9% |