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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 | $13,096 | $101,653-87.1% | $147,080-91.1% | $74,459-82.4% |
| Participation rate | 8.8% | 75.6%-66.7pp | 82.2%-73.3pp | 67.2%-58.4pp |
| Annual return | 25.43% | 8754.98%-8729.5pp | 420.17%-394.7pp | 1369.70%-1344.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $833 | $7,304-88.6% | $8,066-89.7% | $4,350-80.8% |
| Admin fee / account holder | $1,302 | $1,752-25.7% | $12,989-90.0% | $1,945-33.1% |