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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 | $3,030 | $39,162-92.3% | $100,671-97.0% | $59,633-94.9% |
| Participation rate | 9.1% | 55.9%-46.8pp | 70.7%-61.6pp | 68.7%-59.6pp |
| Annual return | -0.27% | 21.07%-21.3pp | 20.43%-20.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $111 | $1,992-94.4% | $3,144-96.5% | $3,192-96.5% |
| Admin fee / account holder | $1,067 | $2,969-64.1% | $4,850-78.0% | $4,297-75.2% |