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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 | $7,874 | $29,507-73.3% | $56,025-85.9% | $77,762-89.9% |
| Participation rate | 9.6% | 32.7%-23.1pp | 52.5%-42.9pp | 70.6%-61.0pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1712.69%-1712.7pp | 31.27%-31.3pp |
| Employer contribution / active EE | $219 | $570-61.6% | $1,042-79.0% | $2,728-92.0% |
| Participant deferral / active EE | $220 | $1,062-79.3% | $1,955-88.7% | $4,651-95.3% |
| Admin fee / account holder | $495 | $1,041-52.4% | $2,828-82.5% | $433+14.4% |