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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 | $5,120 | $55,889-90.8% | $76,119-93.3% | $80,935-93.7% |
| Participation rate | 2.1% | 62.1%-59.9pp | 69.1%-66.9pp | 67.7%-65.5pp |
| Annual return | 15.51% | 20.58%-5.1pp | 361.25%-345.7pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $61 | $3,051-98.0% | $4,259-98.6% | $4,299-98.6% |
| Admin fee / account holder | $530 | $5,241-89.9% | $6,421-91.7% | $6,924-92.3% |