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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 | $22,526 | $53,165-57.6% | $86,209-73.9% | $74,440-69.7% |
| Participation rate | 16.3% | 64.9%-48.6pp | 69.0%-52.7pp | 70.7%-54.5pp |
| Annual return | 18.37% | 22.64%-4.3pp | 1169.05%-1150.7pp | 34.37%-16.0pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,197 | $3,234-63.0% | $3,986-70.0% | $4,529-73.6% |
| Admin fee / account holder | $1,828 | $551+231.5% | $6,853-73.3% | $348+425.5% |