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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 | $6,210 | $40,435-84.6% | $80,648-92.3% | $74,473-91.7% |
| Participation rate | 6.6% | 47.4%-40.8pp | 67.0%-60.4pp | 70.7%-64.2pp |
| Annual return | 23.47% | 165.22%-141.8pp | 937.21%-913.7pp | 34.36%-10.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $143 | $2,673-94.7% | $4,443-96.8% | $4,530-96.9% |
| Admin fee / account holder | $558 | $721-22.6% | $5,382-89.6% | $347+60.8% |