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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 | $7,816 | $28,109-72.2% | $71,086-89.0% | $56,287-86.1% |
| Participation rate | 11.5% | 40.4%-29.0pp | 54.7%-43.2pp | 69.9%-58.4pp |
| Annual return | -7.00% | -615.05%+608.1pp | 650.59%-657.6pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $387 | $1,116-65.3% | $1,874-79.3% | $3,350-88.4% |
| Admin fee / account holder | $2,187 | $585+274.1% | $3,082-29.0% | $521+319.9% |