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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 | $10,743 | $30,147-64.4% | $58,561-81.7% | $80,157-86.6% |
| Participation rate | 4.3% | 34.4%-30.1pp | 50.9%-46.6pp | 72.9%-68.6pp |
| Annual return | 22.95% | 21.97%+1.0pp | 4251.33%-4228.4pp | 40.39%-17.4pp |
| Employer contribution / active EE | $0 | $528-100.0% | $1,053-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $208 | $1,249-83.3% | $1,923-89.2% | $5,015-95.8% |
| Admin fee / account holder | $1,002 | $195+414.9% | $2,520-60.2% | $145+591.3% |