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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 | $3,384 | $75,832-95.5% | $147,617-97.7% | $59,633-94.3% |
| Participation rate | 37.3% | 71.6%-34.3pp | 84.6%-47.4pp | 68.7%-31.4pp |
| Annual return | -2.19% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $380 | $3,131-87.9% | $4,895-92.2% | $3,192-88.1% |
| Admin fee / account holder | $629 | $5,986-89.5% | $11,612-94.6% | $4,297-85.4% |