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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 | $8,215 | $48,432-83.0% | $121,204-93.2% | $71,511-88.5% |
| Participation rate | 3.0% | 54.3%-51.3pp | 69.5%-66.5pp | 67.9%-64.9pp |
| Annual return | 17.88% | 23.28%-5.4pp | 987.18%-969.3pp | 28.86%-11.0pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $51 | $2,756-98.1% | $4,083-98.7% | $4,291-98.8% |
| Admin fee / account holder | $1,820 | $1,845-1.4% | $5,651-67.8% | $1,588+14.5% |