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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 | $6,478 | $82,630-92.2% | $64,105-89.9% | $125,389-94.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -0.99% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $341 | $2,671-87.2% | $1,820-81.3% | $4,866-93.0% |
| Participant deferral / active EE | $577 | $3,608-84.0% | $2,822-79.5% | $5,352-89.2% |
| Admin fee / account holder | $325 | $6,382-94.9% | $4,499-92.8% | $9,541-96.6% |