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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 | $6,113 | $38,006-83.9% | $161,489-96.2% | $89,670-93.2% |
| Participation rate | 2.0% | 55.7%-53.7pp | 78.7%-76.7pp | 71.2%-69.2pp |
| Annual return | 113.75% | 51.85%+61.9pp | 89.72%+24.0pp | 19.66%+94.1pp |
| Employer contribution / active EE | $0 | $1,536-100.0% | $4,268-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $57 | $1,865-96.9% | $5,630-99.0% | $3,962-98.6% |
| Admin fee / account holder | $1,086 | $249+335.5% | $16,006-93.2% | $352+208.6% |