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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 | $1,116 | $91,525-98.8% | $130,026-99.1% | $75,181-98.5% |
| Participation rate | 10.3% | 71.4%-61.2pp | 78.5%-68.2pp | 67.2%-56.9pp |
| Annual return | 43.56% | -631.40%+675.0pp | -137.26%+180.8pp | 160.69%-117.1pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $139 | $4,342-96.8% | $5,821-97.6% | $4,126-96.6% |
| Admin fee / account holder | $586 | $6,778-91.3% | $10,608-94.5% | $5,650-89.6% |