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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 | $10,580 | $89,739-88.2% | $149,721-92.9% | $62,293-83.0% |
| Participation rate | 69.0% | 85.1%-16.1pp | 87.1%-18.1pp | 69.5%-0.6pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.67%-1501.7pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,161 | $3,233-64.1% | $5,444-78.7% | $2,042-43.1% |
| Participant deferral / active EE | $1,973 | $4,797-58.9% | $6,568-70.0% | $3,169-37.8% |
| Admin fee / account holder | $917 | $551+66.4% | $11,282-91.9% | $479+91.4% |