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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 | $5,513 | $39,162-85.9% | $100,671-94.5% | $59,633-90.8% |
| Participation rate | 32.3% | 55.9%-23.6pp | 70.7%-38.5pp | 68.7%-36.4pp |
| Annual return | -0.03% | 21.07%-21.1pp | 20.43%-20.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $169 | $1,992-91.5% | $3,144-94.6% | $3,192-94.7% |
| Admin fee / account holder | $3,623 | $2,969+22.0% | $4,850-25.3% | $4,297-15.7% |