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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 | $13,032 | $101,672-87.2% | $147,117-91.1% | $74,478-82.5% |
| Participation rate | 23.7% | 75.5%-51.9pp | 82.2%-58.5pp | 67.2%-43.6pp |
| Annual return | 18.39% | 8757.83%-8739.4pp | 420.54%-402.2pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,389 | $7,305-67.3% | $8,065-70.4% | $4,350-45.1% |
| Admin fee / account holder | $4,422 | $1,753+152.2% | $12,993-66.0% | $1,946+127.3% |