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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 | $13,103 | $75,832-82.7% | $147,617-91.1% | $59,633-78.0% |
| Participation rate | 21.1% | 71.6%-50.5pp | 84.6%-63.6pp | 68.7%-47.6pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $555 | $3,485-84.1% | $5,564-90.0% | $2,203-74.8% |
| Participant deferral / active EE | $618 | $3,131-80.3% | $4,895-87.4% | $3,192-80.6% |
| Admin fee / account holder | $4,392 | $5,986-26.6% | $11,612-62.2% | $4,297+2.2% |