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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 | $6,845 | $95,406-92.8% | $185,849-96.3% | $85,847-92.0% |
| Participation rate | 32.0% | 68.8%-36.8pp | 81.7%-49.7pp | 69.3%-37.3pp |
| Annual return | 32.57% | 23.59%+9.0pp | 122.10%-89.5pp | 318.61%-286.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $456 | $3,424-86.7% | $5,569-91.8% | $3,952-88.5% |
| Admin fee / account holder | $1,072 | $7,214-85.1% | $16,244-93.4% | $6,261-82.9% |