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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 | $5,587 | $57,312-90.3% | $86,617-93.5% | $75,181-92.6% |
| Participation rate | 1.7% | 63.2%-61.5pp | 71.7%-70.0pp | 67.2%-65.5pp |
| Annual return | 13.81% | 2672.78%-2659.0pp | 591.91%-578.1pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $57 | $3,319-98.3% | $4,437-98.7% | $4,126-98.6% |
| Admin fee / account holder | $3,632 | $4,114-11.7% | $5,613-35.3% | $5,650-35.7% |