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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 | $3,842 | $42,383-90.9% | $76,518-95.0% | $64,173-94.0% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 52.32% | -16.54%+68.9pp | -0.27%+52.6pp | 7.63%+44.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $379 | $2,566-85.2% | $3,836-90.1% | $3,470-89.1% |
| Admin fee / account holder | $1,289 | $3,198-59.7% | $4,849-73.4% | $4,887-73.6% |