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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 | $15,760 | $77,817-79.7% | $123,553-87.2% | $64,173-75.4% |
| Participation rate | 29.6% | 74.7%-45.1pp | 82.3%-52.7pp | 69.6%-39.9pp |
| Annual return | 7904.72% | 12.49%+7892.2pp | 119.21%+7785.5pp | 7.63%+7897.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $919 | $5,240-82.5% | $6,426-85.7% | $3,470-73.5% |
| Admin fee / account holder | $408 | $5,519-92.6% | $9,284-95.6% | $4,887-91.7% |