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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 | $9,943 | $80,748-87.7% | $102,383-90.3% | $74,429-86.6% |
| Participation rate | 31.6% | 65.7%-34.1pp | 74.5%-42.9pp | 67.2%-35.6pp |
| Annual return | 139.02% | 27.57%+111.5pp | 24.94%+114.1pp | 1368.38%-1229.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,506 | $3,861-61.0% | $5,060-70.2% | $4,348-65.4% |
| Admin fee / account holder | $579 | $2,371-75.6% | $8,391-93.1% | $1,944-70.2% |