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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 | $9,616 | $61,356-84.3% | $149,696-93.6% | $71,511-86.6% |
| Participation rate | 2.4% | 62.5%-60.1pp | 78.8%-76.3pp | 67.9%-65.5pp |
| Annual return | 314.40% | 35.86%+278.5pp | 134.46%+179.9pp | 28.86%+285.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $42 | $2,920-98.6% | $5,682-99.3% | $4,291-99.0% |
| Admin fee / account holder | $670 | $1,263-47.0% | $13,212-94.9% | $1,588-57.9% |