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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 | $11,684 | $101,672-88.5% | $147,117-92.1% | $74,478-84.3% |
| Participation rate | 43.8% | 75.5%-31.7pp | 82.2%-38.3pp | 67.2%-23.4pp |
| Annual return | 13.56% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $554 | $7,305-92.4% | $8,065-93.1% | $4,350-87.3% |
| Admin fee / account holder | $826 | $1,753-52.9% | $12,993-93.6% | $1,946-57.6% |