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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 | $59,402-72.6% | $93,654-82.6% | $74,546-78.2% |
| Participation rate | 8.4% | 59.7%-51.3pp | 68.7%-60.3pp | 67.2%-58.8pp |
| Annual return | 18.78% | 81.86%-63.1pp | 133.34%-114.6pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $588 | $3,049-80.7% | $4,413-86.7% | $4,347-86.5% |
| Admin fee / account holder | $3,506 | $3,023+16.0% | $8,282-57.7% | $1,944+80.4% |