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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 | $11,111 | $55,470-80.0% | $155,556-92.9% | $74,478-85.1% |
| Participation rate | 7.3% | 61.9%-54.6pp | 78.2%-70.9pp | 67.2%-59.9pp |
| Annual return | 17.23% | 269.80%-252.6pp | 64.84%-47.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $330 | $2,838-88.4% | $5,631-94.1% | $4,350-92.4% |
| Admin fee / account holder | $1,319 | $1,744-24.4% | $15,885-91.7% | $1,946-32.2% |