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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 | $16,436 | $45,566-63.9% | $64,105-74.4% | $59,633-72.4% |
| Participation rate | 35.7% | 60.2%-24.5pp | 68.2%-32.5pp | 68.7%-33.0pp |
| Annual return | -0.39% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $634 | $2,057-69.2% | $2,822-77.5% | $3,192-80.1% |
| Admin fee / account holder | $5,598 | $3,268+71.3% | $4,499+24.4% | $4,297+30.3% |