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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 | $11,087 | $75,962-85.4% | $154,108-92.8% | $64,173-82.7% |
| Participation rate | 20.8% | 70.4%-49.6pp | 83.0%-62.3pp | 69.6%-48.8pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $439 | $3,350-86.9% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $563 | $3,175-82.3% | $5,081-88.9% | $3,470-83.8% |
| Admin fee / account holder | $768 | $5,589-86.3% | $13,411-94.3% | $4,887-84.3% |