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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 | $17,145 | $99,957-82.8% | $149,745-88.6% | $73,497-76.7% |
| Participation rate | 32.4% | 75.7%-43.3pp | 82.5%-50.1pp | 70.7%-38.2pp |
| Annual return | 76.61% | 53.87%+22.7pp | 276.72%-200.1pp | 28.51%+48.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,485 | $6,073-59.1% | $6,843-63.7% | $3,740-33.5% |
| Admin fee / account holder | $1,616 | $551+193.4% | $9,312-82.6% | $513+214.9% |