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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 | $2,525 | $53,254-95.3% | $155,602-98.4% | $199,874-98.7% |
| Participation rate | 1.7% | 64.1%-62.5pp | 78.2%-76.5pp | 72.0%-70.4pp |
| Annual return | 24.03% | 41.18%-17.2pp | 64.81%-40.8pp | 34.28%-10.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $38 | $3,165-98.8% | $5,629-99.3% | $5,090-99.3% |
| Admin fee / account holder | $668 | $186+259.9% | $15,923-95.8% | $269+148.2% |