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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 | $796 | $71,230-98.9% | $93,727-99.2% | $80,959-99.0% |
| Participation rate | 3.1% | 60.4%-57.3pp | 68.7%-65.6pp | 67.7%-64.5pp |
| Annual return | 15.99% | 11.26%+4.7pp | 133.83%-117.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $64 | $4,037-98.4% | $4,417-98.5% | $4,300-98.5% |
| Admin fee / account holder | $5,570 | $6,961-20.0% | $8,292-32.8% | $6,925-19.6% |