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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 | $3,351 | $75,962-95.6% | $154,111-97.8% | $64,173-94.8% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.7pp |
| Annual return | -3.62% | 30.32%-33.9pp | 735.18%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $550 | $3,175-82.7% | $5,081-89.2% | $3,470-84.1% |
| Admin fee / account holder | $2,466 | $5,589-55.9% | $13,411-81.6% | $4,887-49.5% |