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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 | $9,578 | $100,060-90.4% | $149,721-93.6% | $70,126-86.3% |
| Participation rate | 11.4% | 83.6%-72.2pp | 87.1%-75.7pp | 69.5%-58.2pp |
| Annual return | 16.68% | 27.46%-10.8pp | 1501.67%-1485.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $728 | $4,982-85.4% | $6,568-88.9% | $3,332-78.1% |
| Admin fee / account holder | $599 | $8,285-92.8% | $11,282-94.7% | $4,645-87.1% |