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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 | $7,122 | $45,566-84.4% | $64,105-88.9% | $59,633-88.1% |
| Participation rate | 11.4% | 60.2%-48.7pp | 68.2%-56.7pp | 68.7%-57.2pp |
| Annual return | -2.67% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $76 | $2,057-96.3% | $2,822-97.3% | $3,192-97.6% |
| Admin fee / account holder | $995 | $3,268-69.5% | $4,499-77.9% | $4,297-76.8% |