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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 | $3,512 | $68,398-94.9% | $94,664-96.3% | $75,173-95.3% |
| Participation rate | 1.1% | 76.1%-75.0pp | 80.8%-79.7pp | 67.2%-66.1pp |
| Annual return | 40.59% | 616.72%-576.1pp | 156.84%-116.3pp | 160.72%-120.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $36 | $6,537-99.4% | $7,417-99.5% | $4,126-99.1% |
| Admin fee / account holder | $594 | $5,324-88.8% | $7,222-91.8% | $5,651-89.5% |