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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 | $8,894 | $80,812-89.0% | $160,784-94.5% | $82,448-89.2% |
| Participation rate | 11.3% | 66.2%-54.9pp | 77.0%-65.6pp | 68.1%-56.7pp |
| Annual return | 15.00% | 100.59%-85.6pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $129 | $4,335-97.0% | $6,293-98.0% | $4,139-96.9% |
| Admin fee / account holder | $5,088 | $7,695-33.9% | $9,717-47.6% | $7,234-29.7% |