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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 | $2,054 | $52,279-96.1% | $89,414-97.7% | $79,852-97.4% |
| Participation rate | 4.4% | 57.5%-53.1pp | 68.0%-63.5pp | 69.6%-65.2pp |
| Annual return | 59.40% | 22.16%+37.2pp | 245.50%-186.1pp | 31.72%+27.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $138 | $2,740-95.0% | $3,890-96.4% | $3,740-96.3% |
| Admin fee / account holder | $3,020 | $3,356-10.0% | $4,883-38.2% | $5,306-43.1% |