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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 | $12,372 | $45,566-72.8% | $64,105-80.7% | $59,633-79.3% |
| Participation rate | 55.2% | 60.2%-4.9pp | 68.2%-12.9pp | 68.7%-13.4pp |
| Annual return | -1.89% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $448 | $934-52.1% | $1,820-75.4% | $2,203-79.7% |
| Participant deferral / active EE | $858 | $2,057-58.3% | $2,822-69.6% | $3,192-73.1% |
| Admin fee / account holder | $359 | $3,268-89.0% | $4,499-92.0% | $4,297-91.6% |