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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 | $7,638 | $50,554-84.9% | $67,681-88.7% | $87,485-91.3% |
| Participation rate | 69.1% | 67.7%+1.4pp | 73.7%-4.6pp | 68.9%+0.2pp |
| Annual return | 0.00% | 17.81%-17.8pp | 590.58%-590.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $609 | $1,988-69.4% | $2,678-77.3% | $2,596-76.5% |
| Participant deferral / active EE | $908 | $2,961-69.3% | $3,976-77.2% | $4,274-78.7% |
| Admin fee / account holder | $1,944 | $4,132-53.0% | $6,100-68.1% | $7,775-75.0% |