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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 | $5,955 | $85,766-93.1% | $136,298-95.6% | $70,126-91.5% |
| Participation rate | 32.5% | 74.2%-41.7pp | 81.9%-49.5pp | 69.5%-37.1pp |
| Annual return | 134.64% | 31.46%+103.2pp | 5156.27%-5021.6pp | 73.15%+61.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,783 | $5,051-64.7% | $6,247-71.5% | $3,332-46.5% |
| Admin fee / account holder | $972 | $5,421-82.1% | $9,244-89.5% | $4,645-79.1% |