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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 | $1,656 | $57,330-97.1% | $86,656-98.1% | $75,177-97.8% |
| Participation rate | 28.4% | 63.2%-34.8pp | 71.7%-43.3pp | 67.2%-38.8pp |
| Annual return | 13.79% | 2675.40%-2661.6pp | 593.09%-579.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $139 | $3,320-95.8% | $4,439-96.9% | $4,126-96.6% |
| Admin fee / account holder | $457 | $4,115-88.9% | $5,619-91.9% | $5,651-91.9% |