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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 | $10,642 | $63,346-83.2% | $92,240-88.5% | $70,126-84.8% |
| Participation rate | 16.2% | 68.7%-52.5pp | 76.5%-60.3pp | 69.5%-53.3pp |
| Annual return | 19.39% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $520 | $2,854-81.8% | $3,897-86.7% | $3,332-84.4% |
| Admin fee / account holder | $376 | $3,841-90.2% | $5,194-92.8% | $4,645-91.9% |