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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 | $7,844 | $59,819-86.9% | $79,583-90.1% | $68,490-88.5% |
| Participation rate | 14.0% | 61.1%-47.1pp | 69.5%-55.5pp | 67.9%-53.9pp |
| Annual return | 3701.26% | -12.30%+3713.6pp | 0.16%+3701.1pp | -7.85%+3709.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $252 | $3,025-91.7% | $3,986-93.7% | $4,028-93.7% |
| Admin fee / account holder | $354 | $4,835-92.7% | $6,835-94.8% | $5,403-93.4% |