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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 | $16,899 | $80,731-79.1% | $103,374-83.7% | $74,546-77.3% |
| Participation rate | 9.5% | 65.7%-56.1pp | 74.5%-65.0pp | 67.2%-57.7pp |
| Annual return | 49.36% | 27.56%+21.8pp | 24.89%+24.5pp | 1366.03%-1316.7pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $533 | $3,860-86.2% | $5,058-89.5% | $4,347-87.7% |
| Admin fee / account holder | $3,727 | $2,369+57.4% | $8,394-55.6% | $1,944+91.8% |