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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 | $1,036 | $47,479-97.8% | $62,929-98.4% | $82,448-98.7% |
| Participation rate | 25.7% | 66.9%-41.2pp | 73.1%-47.4pp | 68.1%-42.4pp |
| Annual return | 80.64% | 20.34%+60.3pp | 1063.93%-983.3pp | 41.64%+39.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $291 | $2,870-89.9% | $3,888-92.5% | $4,139-93.0% |
| Admin fee / account holder | $339 | $3,804-91.1% | $5,065-93.3% | $7,234-95.3% |