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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 | $1,947 | $81,331-97.6% | $155,534-98.7% | $80,935-97.6% |
| Participation rate | 3.6% | 66.3%-62.7pp | 78.2%-74.6pp | 67.7%-64.1pp |
| Annual return | 12.93% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,800 | $3,105-9.8% | $4,675-40.1% | $2,757+1.6% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $527,995 | $7,999+6500.6% | $15,900+3220.8% | $6,924+7525.2% |