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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 | $896 | $55,457-98.4% | $76,119-98.8% | $77,736-98.8% |
| Participation rate | 4.6% | 63.6%-59.0pp | 69.1%-64.5pp | 70.6%-66.0pp |
| Annual return | 21.57% | 17.09%+4.5pp | 361.25%-339.7pp | 31.26%-9.7pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $42 | $3,454-98.8% | $4,259-99.0% | $4,651-99.1% |
| Admin fee / account holder | $518 | $411+26.1% | $6,421-91.9% | $433+19.5% |