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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 | $7,558 | $82,523-90.8% | $115,752-93.5% | $70,126-89.2% |
| Participation rate | 26.0% | 74.0%-48.0pp | 77.8%-51.8pp | 69.5%-43.5pp |
| Annual return | 3231.00% | 28.22%+3202.8pp | 19.41%+3211.6pp | 73.15%+3157.9pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,032 | $4,062-74.6% | $5,204-80.2% | $3,332-69.0% |
| Admin fee / account holder | $562 | $4,552-87.7% | $6,278-91.1% | $4,645-87.9% |