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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 | $10,309 | $75,832-86.4% | $147,617-93.0% | $59,633-82.7% |
| Participation rate | 22.8% | 71.6%-48.8pp | 84.6%-61.8pp | 68.7%-45.9pp |
| Annual return | 1.67% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $362 | $3,485-89.6% | $5,564-93.5% | $2,203-83.6% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,168 | $5,986+3.0% | $11,612-46.9% | $4,297+43.5% |