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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 | $12,904 | $55,437-76.7% | $155,534-91.7% | $74,459-82.7% |
| Participation rate | 12.0% | 61.9%-49.9pp | 78.2%-66.2pp | 67.2%-55.2pp |
| Annual return | 11.60% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $381 | $2,837-86.6% | $5,630-93.2% | $4,350-91.2% |
| Admin fee / account holder | $583 | $1,742-66.6% | $15,900-96.3% | $1,945-70.0% |