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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 | $10,773 | $55,470-80.6% | $155,556-93.1% | $74,478-85.5% |
| Participation rate | 2.4% | 61.9%-59.5pp | 78.2%-75.9pp | 67.2%-64.9pp |
| Annual return | 55.34% | 269.80%-214.5pp | 64.84%-9.5pp | 1370.56%-1315.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $251 | $2,838-91.2% | $5,631-95.5% | $4,350-94.2% |
| Admin fee / account holder | $413 | $1,744-76.3% | $15,885-97.4% | $1,946-78.8% |