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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 | $10,075 | $98,760-89.8% | $149,715-93.3% | $79,858-87.4% |
| Participation rate | 22.5% | 75.8%-53.3pp | 82.5%-60.0pp | 69.6%-47.1pp |
| Annual return | 43.92% | 27.43%+16.5pp | 276.66%-232.7pp | 31.72%+12.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,974 | $5,681-65.3% | $6,842-71.1% | $3,740-47.2% |
| Admin fee / account holder | $3,467 | $6,053-42.7% | $9,310-62.8% | $5,306-34.7% |