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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 | $6,456 | $75,962-91.5% | $154,108-95.8% | $64,173-89.9% |
| Participation rate | 37.7% | 70.4%-32.7pp | 83.0%-45.3pp | 69.6%-31.9pp |
| Annual return | 3.56% | 30.32%-26.8pp | 735.21%-731.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $369 | $3,175-88.4% | $5,081-92.7% | $3,470-89.4% |
| Admin fee / account holder | $732 | $5,589-86.9% | $13,411-94.5% | $4,887-85.0% |