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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 | $3,833 | $100,938-96.2% | $90,461-95.8% | $158,982-97.6% |
| Participation rate | 23.1% | 75.0%-52.0pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 17.84% | 1727.20%-1709.4pp | 1294.76%-1276.9pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $735 | $4,350-83.1% | $3,964-81.5% | $5,983-87.7% |
| Admin fee / account holder | $804 | $6,510-87.7% | $5,617-85.7% | $11,252-92.9% |