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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 | $16,792 | $62,581-73.2% | $124,693-86.5% | $86,813-80.7% |
| Participation rate | 6.7% | 56.9%-50.2pp | 74.6%-67.9pp | 72.3%-65.6pp |
| Annual return | 45.73% | 26.67%+19.1pp | 5144.19%-5098.5pp | 97.93%-52.2pp |
| Employer contribution / active EE | $0 | $1,604-100.0% | $3,324-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $288 | $2,725-89.4% | $4,615-93.8% | $4,131-93.0% |
| Admin fee / account holder | $1,132 | $170+567.1% | $7,494-84.9% | $170+567.3% |