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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 | $2,279 | $51,736-95.6% | $120,225-98.1% | $67,986-96.6% |
| Participation rate | 6.0% | 46.1%-40.1pp | 69.6%-63.6pp | 57.2%-51.2pp |
| Annual return | 16.54% | 31.98%-15.4pp | 439.23%-422.7pp | 31.67%-15.1pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $69 | $2,206-96.9% | $3,999-98.3% | $3,358-98.0% |
| Admin fee / account holder | $972 | $4,159-76.6% | $5,696-82.9% | $3,203-69.6% |