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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 | $5,009 | $44,850-88.8% | $60,547-91.7% | $59,633-91.6% |
| Participation rate | 7.7% | 59.5%-51.8pp | 68.0%-60.3pp | 68.7%-61.0pp |
| Annual return | -0.51% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $211 | $1,462-85.6% | $2,419-91.3% | $2,203-90.4% |
| Participant deferral / active EE | $323 | $2,230-85.5% | $3,328-90.3% | $3,192-89.9% |
| Admin fee / account holder | $2,288 | $3,635-37.1% | $4,536-49.6% | $4,297-46.7% |