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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 | $3,198 | $31,679-89.9% | $74,722-95.7% | $65,185-95.1% |
| Participation rate | 7.5% | 40.4%-32.9pp | 54.5%-47.0pp | 70.2%-62.7pp |
| Annual return | 51.41% | 39.04%+12.4pp | 753.11%-701.7pp | 29.38%+22.0pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $226 | $1,191-81.0% | $1,963-88.5% | $3,514-93.6% |
| Admin fee / account holder | $382 | $379+0.8% | $3,335-88.5% | $847-54.9% |