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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 | $8,998 | $36,002-75.0% | $161,489-94.4% | $64,728-86.1% |
| Participation rate | 10.5% | 57.4%-46.9pp | 78.7%-68.2pp | 57.9%-47.4pp |
| Annual return | 0.00% | 33.93%-33.9pp | 89.72%-89.7pp | 49.38%-49.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $420 | $1,815-76.9% | $5,630-92.5% | $2,729-84.6% |
| Admin fee / account holder | $370 | $931-60.3% | $16,006-97.7% | $1,145-67.7% |