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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 | $2,895 | $29,525-90.2% | $56,033-94.8% | $77,736-96.3% |
| Participation rate | 5.8% | 32.7%-26.9pp | 52.5%-46.7pp | 70.6%-64.8pp |
| Annual return | 12.00% | 18.90%-6.9pp | 1711.38%-1699.4pp | 31.26%-19.3pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $74 | $1,062-93.0% | $1,954-96.2% | $4,651-98.4% |
| Admin fee / account holder | $800 | $1,040-23.1% | $2,827-71.7% | $433+84.7% |