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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 | $5,972 | $49,199-87.9% | $121,204-95.1% | $75,173-92.1% |
| Participation rate | 12.9% | 55.4%-42.5pp | 69.5%-56.6pp | 67.2%-54.3pp |
| Annual return | 16.80% | 56.04%-39.2pp | 987.18%-970.4pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $408 | $2,630-84.5% | $4,083-90.0% | $4,126-90.1% |
| Admin fee / account holder | $2,312 | $3,946-41.4% | $5,651-59.1% | $5,651-59.1% |