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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 | $29,569-73.4% | $56,077-86.0% | $77,714-89.9% |
| Participation rate | 9.6% | 32.6%-23.0pp | 52.5%-42.9pp | 70.6%-61.0pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1709.28%-1709.3pp | 31.26%-31.3pp |
| Employer contribution / active EE | $219 | $569-61.6% | $1,040-79.0% | $2,727-92.0% |
| Participant deferral / active EE | $220 | $1,061-79.3% | $1,954-88.7% | $4,649-95.3% |
| Admin fee / account holder | $495 | $1,042-52.5% | $2,825-82.5% | $433+14.3% |