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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 | $21,469 | $65,704-67.3% | $94,229-77.2% | $59,633-64.0% |
| Participation rate | 28.7% | 72.1%-43.4pp | 78.8%-50.0pp | 68.7%-39.9pp |
| Annual return | -1.83% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $614 | $3,143-80.5% | $4,320-85.8% | $3,192-80.8% |
| Admin fee / account holder | $7,432 | $4,265+74.3% | $6,269+18.6% | $4,297+73.0% |