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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 | $11,708 | $55,437-78.9% | $155,534-92.5% | $74,459-84.3% |
| Participation rate | 14.0% | 61.9%-47.9pp | 78.2%-64.3pp | 67.2%-53.3pp |
| Annual return | 13.69% | 269.58%-255.9pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $419 | $2,837-85.2% | $5,630-92.6% | $4,350-90.4% |
| Admin fee / account holder | $1,153 | $1,742-33.8% | $15,900-92.7% | $1,945-40.7% |