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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 | $8,531 | $85,766-90.1% | $136,298-93.7% | $70,126-87.8% |
| Participation rate | 18.4% | 74.2%-55.7pp | 81.9%-63.5pp | 69.5%-51.1pp |
| Annual return | 31.54% | 31.46%+0.1pp | 5156.27%-5124.7pp | 73.15%-41.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $806 | $5,051-84.0% | $6,247-87.1% | $3,332-75.8% |
| Admin fee / account holder | $1,269 | $5,421-76.6% | $9,244-86.3% | $4,645-72.7% |