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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 | $7,418 | $77,638-90.4% | $156,551-95.3% | $62,881-88.2% |
| Participation rate | 26.8% | 71.2%-44.4pp | 84.0%-57.2pp | 69.3%-42.5pp |
| Annual return | 176.16% | 50.33%+125.8pp | 32.23%+143.9pp | 20.14%+156.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $123 | $3,046-96.0% | $4,871-97.5% | $3,203-96.2% |
| Admin fee / account holder | $834 | $5,561-85.0% | $13,028-93.6% | $4,296-80.6% |