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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 | $63,949-95.6% | $129,031-97.8% | $94,015-97.0% |
| Participation rate | 20.0% | 63.4%-43.4pp | 73.4%-53.4pp | 70.8%-50.8pp |
| Annual return | 133.28% | 17.56%+115.7pp | 34.67%+98.6pp | 17.84%+115.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $335 | $3,686-90.9% | $5,217-93.6% | $4,249-92.1% |
| Admin fee / account holder | $1,246 | $5,523-77.4% | $13,208-90.6% | $8,951-86.1% |