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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 | $17,230 | $101,499-83.0% | $147,005-88.3% | $74,546-76.9% |
| Participation rate | 8.8% | 75.5%-66.7pp | 82.2%-73.3pp | 67.2%-58.4pp |
| Annual return | 15.59% | 8732.34%-8716.7pp | 418.76%-403.2pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $634 | $7,304-91.3% | $8,070-92.1% | $4,347-85.4% |
| Admin fee / account holder | $3,125 | $1,748+78.8% | $13,006-76.0% | $1,944+60.8% |