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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 | $20,061 | $59,467-66.3% | $93,727-78.6% | $74,478-73.1% |
| Participation rate | 14.5% | 59.6%-45.1pp | 68.7%-54.2pp | 67.2%-52.7pp |
| Annual return | 10.75% | 82.14%-71.4pp | 133.83%-123.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,019 | $3,052-66.6% | $4,417-76.9% | $4,350-76.6% |
| Admin fee / account holder | $1,204 | $3,028-60.3% | $8,292-85.5% | $1,946-38.1% |