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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 | $5,267 | $75,832-93.1% | $147,617-96.4% | $59,633-91.2% |
| Participation rate | 40.0% | 71.6%-31.6pp | 84.6%-44.6pp | 68.7%-28.7pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $777 | $3,131-75.2% | $4,895-84.1% | $3,192-75.7% |
| Admin fee / account holder | $995 | $5,986-83.4% | $11,612-91.4% | $4,297-76.8% |