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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 | $13,835 | $85,766-83.9% | $136,298-89.8% | $70,126-80.3% |
| Participation rate | 5.2% | 74.2%-69.0pp | 81.9%-76.8pp | 69.5%-64.4pp |
| Annual return | 18.65% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $429 | $5,051-91.5% | $6,247-93.1% | $3,332-87.1% |
| Admin fee / account holder | $6,757 | $5,421+24.7% | $9,244-26.9% | $4,645+45.5% |