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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 | $18,289 | $74,661-75.5% | $160,784-88.6% | $67,986-73.1% |
| Participation rate | 34.7% | 57.1%-22.4pp | 77.0%-42.3pp | 57.2%-22.5pp |
| Annual return | 24.48% | 28.83%-4.3pp | 1803.92%-1779.4pp | 31.67%-7.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,354 | $3,681-63.2% | $6,293-78.5% | $3,358-59.7% |
| Admin fee / account holder | $2,293 | $3,959-42.1% | $9,717-76.4% | $3,203-28.4% |