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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 | $8,668 | $55,713-84.4% | $75,894-88.6% | $72,983-88.1% |
| Participation rate | 27.5% | 61.1%-33.7pp | 69.3%-41.8pp | 69.5%-42.0pp |
| Annual return | 782.00% | 27.60%+754.4pp | 30.76%+751.2pp | 81.01%+701.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $662 | $2,634-74.9% | $3,603-81.6% | $3,608-81.7% |
| Admin fee / account holder | $349 | $3,980-91.2% | $5,420-93.6% | $5,124-93.2% |