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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 | $6,081 | $106,264-94.3% | $147,117-95.9% | $77,762-92.2% |
| Participation rate | 7.3% | 78.4%-71.1pp | 82.2%-74.9pp | 70.6%-63.3pp |
| Annual return | 17.72% | 56.94%-39.2pp | 420.54%-402.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $163 | $8,003-98.0% | $8,065-98.0% | $4,651-96.5% |
| Admin fee / account holder | $1,302 | $334+289.4% | $12,993-90.0% | $433+200.8% |