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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 | $18,046 | $79,523-77.3% | $140,019-87.1% | $56,289-67.9% |
| Participation rate | 58.3% | 85.7%-27.4pp | 87.5%-29.2pp | 69.9%-11.5pp |
| Annual return | -1.45% | 2.39%-3.8pp | 651.17%-652.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,841 | $5,129-64.1% | $6,927-73.4% | $3,350-45.0% |
| Admin fee / account holder | $786 | $614+28.0% | $10,705-92.7% | $521+50.9% |