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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 | $5,456 | $65,960-91.7% | $81,882-93.3% | $77,762-93.0% |
| Participation rate | 5.6% | 65.8%-60.2pp | 72.4%-66.8pp | 70.6%-65.0pp |
| Annual return | 17.06% | 26.64%-9.6pp | 779.47%-762.4pp | 31.27%-14.2pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $101 | $3,505-97.1% | $4,323-97.7% | $4,651-97.8% |
| Admin fee / account holder | $2,622 | $526+398.0% | $7,360-64.4% | $433+505.6% |