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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 | $55,472-81.2% | $155,567-93.3% | $74,546-86.0% |
| Participation rate | 16.7% | 61.9%-45.2pp | 78.2%-61.5pp | 67.2%-50.5pp |
| Annual return | 15.75% | 268.72%-253.0pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $447 | $2,838-84.3% | $5,628-92.1% | $4,347-89.7% |
| Admin fee / account holder | $508 | $1,743-70.8% | $15,916-96.8% | $1,944-73.8% |