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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 | $4,510 | $59,467-92.4% | $93,727-95.2% | $74,478-93.9% |
| Participation rate | 11.0% | 59.6%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 32.40% | 82.14%-49.7pp | 133.83%-101.4pp | 1370.56%-1338.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $452 | $3,052-85.2% | $4,417-89.8% | $4,350-89.6% |
| Admin fee / account holder | $408 | $3,028-86.5% | $8,292-95.1% | $1,946-79.0% |