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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 | $1,701 | $48,327-96.5% | $67,575-97.5% | $80,935-97.9% |
| Participation rate | 6.5% | 66.4%-60.0pp | 72.9%-66.5pp | 67.7%-61.2pp |
| Annual return | 17.47% | 18.31%-0.8pp | 3528.98%-3511.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $65 | $2,927-97.8% | $4,003-98.4% | $4,299-98.5% |
| Admin fee / account holder | $1,491 | $3,692-59.6% | $3,993-62.7% | $6,924-78.5% |