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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 | $11,822 | $75,832-84.4% | $147,617-92.0% | $59,633-80.2% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -1.04% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $332 | $3,131-89.4% | $4,895-93.2% | $3,192-89.6% |
| Admin fee / account holder | $472 | $5,986-92.1% | $11,612-95.9% | $4,297-89.0% |