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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 | $2,060 | $45,566-95.5% | $64,105-96.8% | $59,633-96.5% |
| Participation rate | 11.4% | 60.2%-48.7pp | 68.2%-56.7pp | 68.7%-57.2pp |
| Annual return | 1.17% | 4.95%-3.8pp | 791.24%-790.1pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $244 | $2,057-88.1% | $2,822-91.3% | $3,192-92.3% |
| Admin fee / account holder | $17,499 | $3,268+435.5% | $4,499+288.9% | $4,297+307.2% |