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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 | $2,222 | $54,558-95.9% | $76,051-97.1% | $74,400-97.0% |
| Participation rate | 1.7% | 60.3%-58.7pp | 69.1%-67.4pp | 67.2%-65.6pp |
| Annual return | 13.44% | 31.83%-18.4pp | 360.42%-347.0pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,690-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $193 | $3,065-93.7% | $4,257-95.5% | $4,348-95.6% |
| Admin fee / account holder | $7,655 | $2,232+243.0% | $6,416+19.3% | $1,944+293.9% |