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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 | $2,452 | $41,151-94.0% | $80,648-97.0% | $71,529-96.6% |
| Participation rate | 3.9% | 50.2%-46.4pp | 67.0%-63.1pp | 67.9%-64.1pp |
| Annual return | 22.15% | 38.49%-16.3pp | 937.21%-915.1pp | 28.97%-6.8pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $80 | $2,700-97.0% | $4,443-98.2% | $4,291-98.1% |
| Admin fee / account holder | $538 | $1,842-70.8% | $5,382-90.0% | $1,588-66.1% |