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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 | $10,450 | $55,437-81.2% | $155,534-93.3% | $74,459-86.0% |
| Participation rate | 16.7% | 61.9%-45.2pp | 78.2%-61.6pp | 67.2%-50.6pp |
| Annual return | 15.75% | 269.58%-253.8pp | 64.92%-49.2pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $447 | $2,837-84.2% | $5,630-92.1% | $4,350-89.7% |
| Admin fee / account holder | $508 | $1,742-70.8% | $15,900-96.8% | $1,945-73.9% |