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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 | $5,096 | $52,450-90.3% | $129,384-96.1% | $74,459-93.2% |
| Participation rate | 1.8% | 53.8%-52.0pp | 69.6%-67.8pp | 67.2%-65.4pp |
| Annual return | 14.39% | 15.65%-1.3pp | 9461.77%-9447.4pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $36 | $2,797-98.7% | $4,166-99.1% | $4,350-99.2% |
| Admin fee / account holder | $6,877 | $2,636+160.9% | $7,686-10.5% | $1,945+253.6% |