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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 | $13,422 | $58,895-77.2% | $178,503-92.5% | $73,497-81.7% |
| Participation rate | 3.9% | 66.2%-62.4pp | 81.9%-78.1pp | 70.7%-66.8pp |
| Annual return | 113.38% | 24.86%+88.5pp | 151.12%-37.7pp | 28.51%+84.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $387 | $2,567-84.9% | $5,202-92.6% | $3,740-89.6% |
| Admin fee / account holder | $1,721 | $400+329.8% | $13,987-87.7% | $513+235.4% |