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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 | $16,743 | $105,210-84.1% | $159,487-89.5% | $85,851-80.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 14.64% | 45.08%-30.4pp | 263.71%-249.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $1,795 | $3,319-45.9% | $4,831-62.9% | $2,565-30.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,077 | $6,934-84.5% | $10,804-90.0% | $6,261-82.8% |