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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 | $16,256 | $59,456-72.7% | $93,681-82.6% | $74,400-78.2% |
| Participation rate | 8.4% | 59.6%-51.3pp | 68.7%-60.3pp | 67.2%-58.8pp |
| Annual return | 18.78% | 82.00%-63.2pp | 133.47%-114.7pp | 1367.51%-1348.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $588 | $3,052-80.7% | $4,415-86.7% | $4,348-86.5% |
| Admin fee / account holder | $3,506 | $3,026+15.9% | $8,290-57.7% | $1,944+80.4% |