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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 | $4,119 | $47,180-91.3% | $149,723-97.2% | $74,473-94.5% |
| Participation rate | 8.2% | 63.4%-55.2pp | 78.8%-70.5pp | 70.7%-62.5pp |
| Annual return | 0.00% | 22.75%-22.7pp | 134.50%-134.5pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $383 | $2,730-86.0% | $5,682-93.3% | $4,530-91.5% |
| Admin fee / account holder | $314 | $343-8.6% | $13,215-97.6% | $347-9.6% |