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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 | $8,469 | $75,832-88.8% | $147,617-94.3% | $59,633-85.8% |
| Participation rate | 15.7% | 71.6%-55.8pp | 84.6%-68.9pp | 68.7%-53.0pp |
| Annual return | -0.39% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $206 | $3,131-93.4% | $4,895-95.8% | $3,192-93.5% |
| Admin fee / account holder | $1,492 | $5,986-75.1% | $11,612-87.1% | $4,297-65.3% |