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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 | $6,519 | $45,566-85.7% | $64,105-89.8% | $59,633-89.1% |
| Participation rate | 30.8% | 60.2%-29.4pp | 68.2%-37.4pp | 68.7%-37.9pp |
| Annual return | -0.22% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $281 | $2,057-86.3% | $2,822-90.0% | $3,192-91.2% |
| Admin fee / account holder | $326 | $3,268-90.0% | $4,499-92.8% | $4,297-92.4% |