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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 | $3,418 | $54,690-93.8% | $76,030-95.5% | $74,478-95.4% |
| Participation rate | 23.4% | 60.3%-36.9pp | 69.1%-45.6pp | 67.2%-43.8pp |
| Annual return | 32.60% | 31.92%+0.7pp | 361.54%-328.9pp | 1370.56%-1338.0pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $314 | $3,070-89.8% | $4,257-92.6% | $4,350-92.8% |
| Admin fee / account holder | $320 | $2,240-85.7% | $6,421-95.0% | $1,946-83.5% |