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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 | $969 | $110,801-99.1% | $86,615-98.9% | $167,536-99.4% |
| Participation rate | 10.5% | 75.8%-65.3pp | 71.6%-61.1pp | 82.1%-71.6pp |
| Annual return | 107.50% | 116.96%-9.5pp | 63.51%+44.0pp | 478.82%-371.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7 | $4,547-99.8% | $3,699-99.8% | $6,342-99.9% |
| Admin fee / account holder | $522 | $8,417-93.8% | $5,830-91.1% | $12,315-95.8% |