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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 | $6,908 | $75,832-90.9% | $147,617-95.3% | $59,633-88.4% |
| Participation rate | 8.5% | 71.6%-63.1pp | 84.6%-76.1pp | 68.7%-60.2pp |
| Annual return | -0.45% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $311 | $3,131-90.1% | $4,895-93.7% | $3,192-90.3% |
| Admin fee / account holder | $2,036 | $5,986-66.0% | $11,612-82.5% | $4,297-52.6% |