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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 | $3,937 | $26,936-85.4% | $53,647-92.7% | $71,012-94.5% |
| Participation rate | 1.5% | 21.9%-20.4pp | 56.3%-54.8pp | 58.6%-57.1pp |
| Annual return | 16.49% | 81.59%-65.1pp | 358.33%-341.8pp | 37.67%-21.2pp |
| Employer contribution / active EE | $0 | $335-100.0% | $962-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $50 | $590-91.6% | $1,813-97.3% | $3,246-98.5% |
| Admin fee / account holder | $2,254 | $2,177+3.6% | $2,460-8.4% | $1,167+93.2% |