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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 | $9,607 | $45,566-78.9% | $64,105-85.0% | $59,632-83.9% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -1.79% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $477 | $934-49.0% | $1,820-73.8% | $2,203-78.4% |
| Participant deferral / active EE | $580 | $2,057-71.8% | $2,822-79.4% | $3,192-81.8% |
| Admin fee / account holder | $873 | $3,268-73.3% | $4,499-80.6% | $4,297-79.7% |