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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 | $2,891 | $52,519-94.5% | $155,789-98.1% | $59,633-95.2% |
| Participation rate | 34.9% | 61.7%-26.8pp | 76.1%-41.2pp | 68.7%-33.7pp |
| Annual return | -1.66% | 53.51%-55.2pp | 71.54%-73.2pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $292 | $1,589-81.6% | $3,839-92.4% | $2,203-86.7% |
| Participant deferral / active EE | $594 | $3,084-80.7% | $4,798-87.6% | $3,192-81.4% |
| Admin fee / account holder | $657 | $3,540-81.4% | $7,477-91.2% | $4,297-84.7% |