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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 | $1,164 | $52,884-97.8% | $84,753-98.6% | $55,167-97.9% |
| Participation rate | 1.8% | 67.5%-65.8pp | 76.6%-74.8pp | 69.0%-67.2pp |
| Annual return | 5.13% | 18.03%-12.9pp | 22.78%-17.7pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $21 | $2,644-99.2% | $3,712-99.4% | $3,054-99.3% |
| Admin fee / account holder | $748 | $581+28.8% | $5,333-86.0% | $504+48.4% |