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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 | $12,010 | $69,708-82.8% | $67,560-82.2% | $74,478-83.9% |
| Participation rate | 38.3% | 71.4%-33.1pp | 72.9%-34.6pp | 67.2%-28.9pp |
| Annual return | 13.37% | -40.67%+54.0pp | 3533.50%-3520.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $770 | $2,715-71.6% | $2,737-71.9% | $2,626-70.7% |
| Participant deferral / active EE | $1,163 | $3,637-68.0% | $4,004-71.0% | $4,350-73.3% |
| Admin fee / account holder | $1,607 | $887+81.1% | $3,994-59.8% | $1,946-17.4% |