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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 | $3,569 | $91,179-96.1% | $178,499-98.0% | $79,852-95.5% |
| Participation rate | 3.4% | 69.2%-65.8pp | 81.9%-78.5pp | 69.6%-66.2pp |
| Annual return | 32.48% | 24.19%+8.3pp | 151.10%-118.6pp | 31.72%+0.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $199 | $3,236-93.9% | $5,202-96.2% | $3,740-94.7% |
| Admin fee / account holder | $580 | $6,749-91.4% | $13,986-95.9% | $5,306-89.1% |