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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 | $16,728 | $71,208-76.5% | $93,681-82.1% | $80,911-79.3% |
| Participation rate | 14.8% | 60.4%-45.6pp | 68.7%-54.0pp | 67.6%-52.9pp |
| Annual return | 620.91% | 11.27%+609.6pp | 133.47%+487.4pp | 35.63%+585.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,223 | $4,035-69.7% | $4,415-72.3% | $4,297-71.5% |
| Admin fee / account holder | $1,315 | $6,951-81.1% | $8,290-84.1% | $6,935-81.0% |