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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 | $16,933 | $99,957-83.1% | $149,745-88.7% | $73,497-77.0% |
| Participation rate | 46.3% | 75.7%-29.4pp | 82.5%-36.1pp | 70.7%-24.3pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.72%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $953 | $3,191-70.1% | $4,646-79.5% | $2,270-58.0% |
| Participant deferral / active EE | $2,151 | $6,073-64.6% | $6,843-68.6% | $3,740-42.5% |
| Admin fee / account holder | $384 | $551-30.4% | $9,312-95.9% | $513-25.2% |