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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 | $52,450-98.6% | $129,384-99.4% | $74,459-99.0% |
| Participation rate | 8.0% | 53.8%-45.9pp | 69.6%-61.7pp | 67.2%-59.3pp |
| Annual return | 47.35% | 15.65%+31.7pp | 9461.77%-9414.4pp | 1369.70%-1322.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $35 | $2,797-98.8% | $4,166-99.2% | $4,350-99.2% |
| Admin fee / account holder | $537 | $2,636-79.6% | $7,686-93.0% | $1,945-72.4% |