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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 | $3,680 | $44,425-91.7% | $67,834-94.6% | $55,167-93.3% |
| Participation rate | 9.0% | 59.7%-50.7pp | 68.8%-59.8pp | 69.0%-60.0pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $442 | $2,166-79.6% | $3,160-86.0% | $3,054-85.5% |
| Admin fee / account holder | $460 | $530-13.2% | $4,622-90.0% | $504-8.6% |