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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 | $2,657 | $75,832-96.5% | $147,617-98.2% | $59,633-95.5% |
| Participation rate | 38.6% | 71.6%-32.9pp | 84.6%-46.0pp | 68.7%-30.0pp |
| Annual return | -0.31% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $385 | $3,485-88.9% | $5,564-93.1% | $2,203-82.5% |
| Participant deferral / active EE | $298 | $3,131-90.5% | $4,895-93.9% | $3,192-90.7% |
| Admin fee / account holder | $478 | $5,986-92.0% | $11,612-95.9% | $4,297-88.9% |