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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 | $32,857 | $100,041-67.2% | $149,718-78.1% | $70,131-53.1% |
| Participation rate | 47.1% | 83.6%-36.5pp | 87.1%-40.0pp | 69.5%-22.5pp |
| Annual return | 16.27% | 27.43%-11.2pp | 1501.70%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,012 | $4,983-79.7% | $6,568-84.6% | $3,332-69.6% |
| Admin fee / account holder | $6,224 | $8,286-24.9% | $11,283-44.8% | $4,645+34.0% |