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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 | $2,831 | $57,590-95.1% | $86,233-96.7% | $82,448-96.6% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | 133.28% | 22.41%+110.9pp | 61.39%+71.9pp | 41.64%+91.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $335 | $3,080-89.1% | $4,559-92.7% | $4,139-91.9% |
| Admin fee / account holder | $1,246 | $4,730-73.7% | $8,342-85.1% | $7,234-82.8% |