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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 | $17,184 | $55,482-69.0% | $76,051-77.4% | $77,692-77.9% |
| Participation rate | 10.3% | 63.7%-53.3pp | 69.1%-58.7pp | 70.6%-60.2pp |
| Annual return | 103.60% | 17.09%+86.5pp | 360.42%-256.8pp | 31.25%+72.4pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,690-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $324 | $3,455-90.6% | $4,257-92.4% | $4,648-93.0% |
| Admin fee / account holder | $1,284 | $407+215.2% | $6,416-80.0% | $431+198.2% |