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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 | $2,157 | $85,171-97.5% | $172,752-98.8% | $72,975-97.0% |
| Participation rate | 5.7% | 70.1%-64.3pp | 82.6%-76.9pp | 69.5%-63.7pp |
| Annual return | 60.70% | 27.32%+33.4pp | 802.97%-742.3pp | 81.01%-20.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $166 | $3,260-94.9% | $5,198-96.8% | $3,608-95.4% |
| Admin fee / account holder | $1,666 | $5,880-71.7% | $13,955-88.1% | $5,124-67.5% |