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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 | $16,016 | $65,555-75.6% | $86,216-81.4% | $75,173-78.7% |
| Participation rate | 20.7% | 60.5%-39.8pp | 69.0%-48.3pp | 67.2%-46.5pp |
| Annual return | 16.00% | 46.07%-30.1pp | 1169.42%-1153.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $781 | $3,023-74.2% | $3,986-80.4% | $4,126-81.1% |
| Admin fee / account holder | $371 | $5,469-93.2% | $6,853-94.6% | $5,651-93.4% |