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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 | $20,667 | $98,760-79.1% | $149,715-86.2% | $79,858-74.1% |
| Participation rate | 4.4% | 75.8%-71.3pp | 82.5%-78.0pp | 69.6%-65.2pp |
| Annual return | 18.75% | 27.43%-8.7pp | 276.66%-257.9pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $497 | $5,681-91.2% | $6,842-92.7% | $3,740-86.7% |
| Admin fee / account holder | $7,063 | $6,053+16.7% | $9,310-24.1% | $5,306+33.1% |