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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 | $4,931 | $96,388-94.9% | $80,627-93.9% | $139,466-96.5% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 12.58% | 1352.08%-1339.5pp | 936.76%-924.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $406 | $5,224-92.2% | $4,443-90.9% | $6,712-94.0% |
| Admin fee / account holder | $1,492 | $6,603-77.4% | $5,381-72.3% | $11,409-86.9% |