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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 | $2,838 | $26,936-89.5% | $53,647-94.7% | $71,012-96.0% |
| Participation rate | 3.3% | 21.9%-18.6pp | 56.3%-53.0pp | 58.6%-55.3pp |
| Annual return | 17.41% | 81.59%-64.2pp | 358.33%-340.9pp | 37.67%-20.3pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $69 | $590-88.3% | $1,813-96.2% | $3,246-97.9% |
| Admin fee / account holder | $2,082 | $2,177-4.3% | $2,460-15.3% | $1,167+78.4% |