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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 | $357 | $25,979-98.6% | $71,755-99.5% | $68,486-99.5% |
| Participation rate | 26.9% | 54.5%-27.6pp | 62.3%-35.4pp | 67.9%-41.0pp |
| Annual return | 41.73% | -15.10%+56.8pp | 9.09%+32.6pp | -7.85%+49.6pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $97 | $1,522-93.6% | $2,656-96.4% | $4,028-97.6% |
| Admin fee / account holder | $38,604 | $2,022+1809.5% | $3,972+871.8% | $5,404+614.4% |