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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 | $13,989 | $125,184-88.8% | $105,607-86.8% | $145,884-90.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 8.62% | 225.00%-216.4pp | 116.11%-107.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,566 | $5,714-72.6% | $5,011-68.8% | $6,690-76.6% |
| Admin fee / account holder | $31,564 | $17,133+84.2% | $10,958+188.0% | $13,392+135.7% |