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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 | $10,728 | $39,245-72.7% | $64,105-83.3% | $52,331-79.5% |
| Participation rate | 20.0% | 58.2%-38.2pp | 68.2%-48.2pp | 68.1%-48.1pp |
| Annual return | -1.73% | 14.79%-16.5pp | 791.24%-793.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $228 | $736-69.0% | $1,820-87.5% | $1,882-87.9% |
| Participant deferral / active EE | $492 | $1,992-75.3% | $2,822-82.6% | $3,022-83.7% |
| Admin fee / account holder | $383 | $592-35.3% | $4,499-91.5% | $592-35.2% |