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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 | $11,429 | $45,152-74.7% | $73,836-84.5% | $59,633-80.8% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -0.99% | 27.40%-28.4pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $340 | $1,901-82.1% | $2,787-87.8% | $2,203-84.6% |
| Participant deferral / active EE | $377 | $2,573-85.3% | $3,583-89.5% | $3,192-88.2% |
| Admin fee / account holder | $2,721 | $3,515-22.6% | $4,882-44.3% | $4,297-36.7% |