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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 | $22,320 | $59,448-62.5% | $93,696-76.2% | $74,459-70.0% |
| Participation rate | 26.1% | 59.6%-33.5pp | 68.7%-42.6pp | 67.2%-41.1pp |
| Annual return | 12.98% | 82.11%-69.1pp | 133.74%-120.8pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,205 | $3,052-60.5% | $4,417-72.7% | $4,350-72.3% |
| Admin fee / account holder | $1,537 | $3,027-49.2% | $8,287-81.5% | $1,945-21.0% |