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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 | $5,424 | $45,566-88.1% | $64,105-91.5% | $59,633-90.9% |
| Participation rate | 10.7% | 60.2%-49.5pp | 68.2%-57.5pp | 68.7%-58.0pp |
| Annual return | 0.07% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $37 | $2,057-98.2% | $2,822-98.7% | $3,192-98.8% |
| Admin fee / account holder | $18,808 | $3,268+475.6% | $4,499+318.0% | $4,297+337.7% |