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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 | $9,461 | $64,176-85.3% | $112,263-91.6% | $66,949-85.9% |
| Participation rate | 39.5% | 68.4%-28.9pp | 75.1%-35.6pp | 69.8%-30.3pp |
| Annual return | 299.28% | -13.80%+313.1pp | 27.49%+271.8pp | 1.57%+297.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $852 | $3,694-76.9% | $4,729-82.0% | $4,239-79.9% |
| Admin fee / account holder | $522 | $626-16.5% | $6,410-91.9% | $594-12.0% |