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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 | $9,895 | $52,519-81.2% | $155,789-93.6% | $59,633-83.4% |
| Participation rate | 44.4% | 61.7%-17.3pp | 76.1%-31.7pp | 68.7%-24.2pp |
| Annual return | -1.62% | 53.51%-55.1pp | 71.54%-73.2pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $265 | $1,589-83.3% | $3,839-93.1% | $2,203-88.0% |
| Participant deferral / active EE | $726 | $3,084-76.5% | $4,798-84.9% | $3,192-77.3% |
| Admin fee / account holder | $3,591 | $3,540+1.4% | $7,477-52.0% | $4,297-16.4% |