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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 | $8,737 | $45,566-80.8% | $64,105-86.4% | $59,633-85.3% |
| Participation rate | 32.8% | 60.2%-27.4pp | 68.2%-35.4pp | 68.7%-35.9pp |
| Annual return | -0.85% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $211 | $934-77.5% | $1,820-88.4% | $2,203-90.4% |
| Participant deferral / active EE | $865 | $2,057-57.9% | $2,822-69.3% | $3,192-72.9% |
| Admin fee / account holder | $2,195 | $3,268-32.8% | $4,499-51.2% | $4,297-48.9% |