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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 | $8,699 | $58,888-85.2% | $178,499-95.1% | $73,493-88.2% |
| Participation rate | 3.8% | 66.2%-62.4pp | 81.9%-78.1pp | 70.7%-66.9pp |
| Annual return | 434.67% | 24.86%+409.8pp | 151.10%+283.6pp | 28.51%+406.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $344 | $2,568-86.6% | $5,202-93.4% | $3,740-90.8% |
| Admin fee / account holder | $832 | $400+107.9% | $13,986-94.1% | $513+62.2% |