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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 | $11,874 | $75,832-84.3% | $147,617-92.0% | $59,633-80.1% |
| Participation rate | 43.4% | 71.6%-28.2pp | 84.6%-41.2pp | 68.7%-25.3pp |
| Annual return | -2.21% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $394 | $3,485-88.7% | $5,564-92.9% | $2,203-82.1% |
| Participant deferral / active EE | $401 | $3,131-87.2% | $4,895-91.8% | $3,192-87.4% |
| Admin fee / account holder | $2,833 | $5,986-52.7% | $11,612-75.6% | $4,297-34.1% |