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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 | $12,336 | $52,519-76.5% | $155,789-92.1% | $59,633-79.3% |
| Participation rate | 13.9% | 61.7%-47.8pp | 76.1%-62.2pp | 68.7%-54.8pp |
| Annual return | -0.16% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $228 | $1,589-85.6% | $3,839-94.1% | $2,203-89.6% |
| Participant deferral / active EE | $366 | $3,084-88.1% | $4,798-92.4% | $3,192-88.5% |
| Admin fee / account holder | $1,096 | $3,540-69.1% | $7,477-85.3% | $4,297-74.5% |