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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 | $2,321 | $55,446-95.8% | $155,574-98.5% | $74,429-96.9% |
| Participation rate | 1.6% | 61.9%-60.3pp | 78.2%-76.6pp | 67.2%-65.6pp |
| Annual return | 14.58% | 269.20%-254.6pp | 64.87%-50.3pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $40 | $2,836-98.6% | $5,629-99.3% | $4,348-99.1% |
| Admin fee / account holder | $318 | $1,743-81.7% | $15,914-98.0% | $1,944-83.6% |