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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 | $8,370 | $53,128-84.2% | $86,581-90.3% | $70,124-88.1% |
| Participation rate | 5.8% | 65.3%-59.5pp | 73.5%-67.8pp | 69.5%-63.8pp |
| Annual return | 19.40% | 27.66%-8.3pp | 965.06%-945.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $356 | $2,695-86.8% | $3,609-90.1% | $3,332-89.3% |
| Admin fee / account holder | $800 | $3,584-77.7% | $4,904-83.7% | $4,645-82.8% |