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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 | $2,760 | $50,902-94.6% | $155,534-98.2% | $77,736-96.4% |
| Participation rate | 1.1% | 63.1%-61.9pp | 78.2%-77.1pp | 70.6%-69.4pp |
| Annual return | 13.56% | 34.85%-21.3pp | 64.92%-51.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $47 | $2,824-98.3% | $5,630-99.2% | $4,651-99.0% |
| Admin fee / account holder | $8,790 | $437+1911.4% | $15,900-44.7% | $433+1928.5% |