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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 | $11,168 | $75,183-85.1% | $123,894-91.0% | $55,167-79.8% |
| Participation rate | 29.6% | 72.8%-43.2pp | 81.4%-51.8pp | 69.0%-39.4pp |
| Annual return | 51.66% | 19.01%+32.7pp | 47.52%+4.1pp | 169.23%-117.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,035 | $5,084-60.0% | $5,984-66.0% | $3,054-33.4% |
| Admin fee / account holder | $1,404 | $663+111.8% | $8,357-83.2% | $504+178.5% |