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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 | $20,782 | $99,079-79.0% | $78,002-73.4% | $273,972-92.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 3.85% | 217.93%-214.1pp | 425.99%-422.1pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $477 | $4,306-88.9% | $3,497-86.4% | $5,287-91.0% |
| Admin fee / account holder | $3,983 | $8,954-55.5% | $5,481-27.3% | $10,133-60.7% |