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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 | $7,984 | $100,060-92.0% | $149,721-94.7% | $70,126-88.6% |
| Participation rate | 36.1% | 83.6%-47.5pp | 87.1%-51.0pp | 69.5%-33.5pp |
| Annual return | 26.36% | 27.46%-1.1pp | 1501.67%-1475.3pp | 73.15%-46.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,156 | $4,982-56.7% | $6,568-67.2% | $3,332-35.3% |
| Admin fee / account holder | $2,140 | $8,285-74.2% | $11,282-81.0% | $4,645-53.9% |