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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 | $13,417 | $75,832-82.3% | $147,617-90.9% | $59,633-77.5% |
| Participation rate | 64.1% | 71.6%-7.5pp | 84.6%-20.5pp | 68.7%-4.6pp |
| Annual return | 2.03% | 0.37%+1.7pp | 61.98%-60.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $558 | $3,131-82.2% | $4,895-88.6% | $3,192-82.5% |
| Admin fee / account holder | $8,608 | $5,986+43.8% | $11,612-25.9% | $4,297+100.3% |