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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 | $13,392 | $85,766-84.4% | $136,298-90.2% | $70,126-80.9% |
| Participation rate | 12.9% | 74.2%-61.3pp | 81.9%-69.0pp | 69.5%-56.6pp |
| Annual return | 15.35% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,000 | $5,051-80.2% | $6,247-84.0% | $3,332-70.0% |
| Admin fee / account holder | $1,972 | $5,421-63.6% | $9,244-78.7% | $4,645-57.6% |