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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 | $2,398 | $65,084-96.3% | $67,681-96.5% | $64,340-96.3% |
| Participation rate | 0.8% | 66.7%-65.9pp | 73.7%-72.9pp | 55.2%-54.4pp |
| Annual return | 17.84% | 20.50%-2.7pp | 590.58%-572.7pp | 24.14%-6.3pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $409 | $1,415-71.1% | $6,100-93.3% | $3,703-89.0% |