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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 | $2,618 | $75,962-96.6% | $154,111-98.3% | $64,173-95.9% |
| Participation rate | 47.4% | 70.4%-23.0pp | 83.0%-35.7pp | 69.6%-22.2pp |
| Annual return | -4.17% | 30.32%-34.5pp | 735.18%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $492 | $3,350-85.3% | $5,298-90.7% | $2,381-79.3% |
| Participant deferral / active EE | $546 | $3,175-82.8% | $5,081-89.3% | $3,470-84.3% |
| Admin fee / account holder | $3,593 | $5,589-35.7% | $13,411-73.2% | $4,887-26.5% |