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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 | $4,386 | $75,832-94.2% | $147,617-97.0% | $59,633-92.6% |
| Participation rate | 22.2% | 71.6%-49.3pp | 84.6%-62.4pp | 68.7%-46.4pp |
| Annual return | 0.96% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $585 | $3,131-81.3% | $4,895-88.1% | $3,192-81.7% |
| Admin fee / account holder | $3,707 | $5,986-38.1% | $11,612-68.1% | $4,297-13.7% |