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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 | $12,288 | $46,173-73.4% | $170,436-92.8% | $69,631-82.4% |
| Participation rate | 14.9% | 63.9%-49.0pp | 83.6%-68.7pp | 70.7%-55.8pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $254 | $1,610-84.2% | $5,433-95.3% | $2,032-87.5% |
| Participant deferral / active EE | $363 | $2,080-82.5% | $4,939-92.7% | $3,224-88.7% |
| Admin fee / account holder | $567 | $116+388.8% | $13,880-95.9% | $110+413.3% |