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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 | $1,741 | $32,117-94.6% | $71,089-97.6% | $64,173-97.3% |
| Participation rate | 10.0% | 42.7%-32.7pp | 54.6%-44.6pp | 69.6%-59.6pp |
| Annual return | -2.65% | -5.57%+2.9pp | 650.65%-653.3pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $151 | $1,263-88.0% | $1,873-91.9% | $3,470-95.6% |
| Admin fee / account holder | $4,245 | $2,759+53.8% | $3,082+37.7% | $4,887-13.1% |