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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 | $2,799 | $27,800-89.9% | $58,507-95.2% | $71,529-96.1% |
| Participation rate | 4.8% | 34.6%-29.8pp | 50.9%-46.1pp | 67.9%-63.2pp |
| Annual return | 17.90% | 26.80%-8.9pp | 4252.32%-4234.4pp | 28.97%-11.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $160 | $1,208-86.7% | $1,922-91.7% | $4,291-96.3% |
| Admin fee / account holder | $1,803 | $1,637+10.1% | $2,486-27.5% | $1,588+13.5% |