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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 | $2,532 | $30,732-91.8% | $59,496-95.7% | $59,633-95.8% |
| Participation rate | 10.5% | 43.2%-32.7pp | 54.6%-44.0pp | 68.7%-58.1pp |
| Annual return | -0.62% | 4.47%-5.1pp | 182.05%-182.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $71 | $631-88.8% | $1,153-93.9% | $2,203-96.8% |
| Participant deferral / active EE | $78 | $1,183-93.4% | $1,829-95.7% | $3,192-97.5% |
| Admin fee / account holder | $534 | $2,136-75.0% | $2,232-76.1% | $4,297-87.6% |