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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 | $9,570 | $55,446-82.7% | $155,574-93.8% | $74,429-87.1% |
| Participation rate | 29.4% | 61.9%-32.5pp | 78.2%-48.9pp | 67.2%-37.9pp |
| Annual return | 32.96% | 269.20%-236.2pp | 64.87%-31.9pp | 1368.38%-1335.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $632 | $2,836-77.7% | $5,629-88.8% | $4,348-85.5% |
| Admin fee / account holder | $597 | $1,743-65.7% | $15,914-96.2% | $1,944-69.3% |