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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 | $27,243-85.5% | $52,425-92.5% | $79,634-95.1% |
| Participation rate | 1.5% | 22.4%-21.0pp | 55.6%-54.2pp | 62.5%-61.0pp |
| Annual return | 16.49% | 63.36%-46.9pp | 302.12%-285.6pp | 36.46%-20.0pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $50 | $636-92.2% | $1,790-97.2% | $3,835-98.7% |
| Admin fee / account holder | $2,254 | $2,105+7.1% | $2,495-9.6% | $1,002+125.0% |