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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 | $4,464 | $50,947-91.2% | $74,549-94.0% | $64,173-93.0% |
| Participation rate | 15.0% | 61.1%-46.1pp | 69.1%-54.1pp | 69.6%-54.6pp |
| Annual return | 176.87% | -1.85%+178.7pp | 32.53%+144.3pp | 7.63%+169.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $218 | $2,302-90.5% | $3,108-93.0% | $3,470-93.7% |
| Admin fee / account holder | $5,532 | $4,221+31.1% | $5,059+9.3% | $4,887+13.2% |