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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 | $3,774 | $60,442-93.8% | $96,754-96.1% | $87,485-95.7% |
| Participation rate | 2.9% | 58.7%-55.8pp | 70.3%-67.3pp | 68.9%-66.0pp |
| Annual return | 13.57% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $41 | $3,280-98.8% | $4,758-99.1% | $4,274-99.0% |
| Admin fee / account holder | $1,399 | $5,069-72.4% | $8,905-84.3% | $7,775-82.0% |