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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 | $1,206 | $49,891-97.6% | $80,607-98.5% | $75,181-98.4% |
| Participation rate | 25.8% | 55.3%-29.5pp | 67.0%-41.2pp | 67.2%-41.4pp |
| Annual return | 15.46% | 34.67%-19.2pp | 936.11%-920.6pp | 160.69%-145.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $200 | $2,991-93.3% | $4,448-95.5% | $4,126-95.2% |
| Admin fee / account holder | $731 | $3,578-79.6% | $5,379-86.4% | $5,650-87.1% |