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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 | $4,933 | $45,152-89.1% | $73,836-93.3% | $59,633-91.7% |
| Participation rate | 38.5% | 64.0%-25.6pp | 73.4%-35.0pp | 68.7%-30.2pp |
| Annual return | -2.58% | 27.40%-30.0pp | 2268.06%-2270.6pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $479 | $1,901-74.8% | $2,787-82.8% | $2,203-78.3% |
| Participant deferral / active EE | $517 | $2,573-79.9% | $3,583-85.6% | $3,192-83.8% |
| Admin fee / account holder | $748 | $3,515-78.7% | $4,882-84.7% | $4,297-82.6% |