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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 | $6,783 | $84,685-92.0% | $73,836-90.8% | $125,389-94.6% |
| Participation rate | 30.8% | 76.8%-46.0pp | 73.4%-42.7pp | 83.2%-52.4pp |
| Annual return | 0.99% | 3123.80%-3122.8pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $531 | $3,993-86.7% | $3,583-85.2% | $5,352-90.1% |
| Admin fee / account holder | $2,673 | $5,694-53.1% | $4,882-45.2% | $9,541-72.0% |