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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 | $734 | $52,507-98.6% | $129,406-99.4% | $74,478-99.0% |
| Participation rate | 8.0% | 53.9%-45.9pp | 69.6%-61.7pp | 67.2%-59.3pp |
| Annual return | 47.35% | 15.64%+31.7pp | 9468.18%-9420.8pp | 1370.56%-1323.2pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $35 | $2,801-98.8% | $4,167-99.2% | $4,350-99.2% |
| Admin fee / account holder | $537 | $2,639-79.7% | $7,689-93.0% | $1,946-72.4% |