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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 | $28,507 | $100,060-71.5% | $149,721-81.0% | $70,126-59.3% |
| Participation rate | 31.5% | 83.6%-52.1pp | 87.1%-55.6pp | 69.5%-38.1pp |
| Annual return | 32.24% | 27.46%+4.8pp | 1501.67%-1469.4pp | 73.15%-40.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $916 | $4,982-81.6% | $6,568-86.1% | $3,332-72.5% |
| Admin fee / account holder | $1,360 | $8,285-83.6% | $11,282-87.9% | $4,645-70.7% |