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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 | $9,463 | $45,566-79.2% | $64,105-85.2% | $59,633-84.1% |
| Participation rate | 31.0% | 60.2%-29.2pp | 68.2%-37.2pp | 68.7%-37.7pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $204 | $934-78.2% | $1,820-88.8% | $2,203-90.7% |
| Participant deferral / active EE | $596 | $2,057-71.0% | $2,822-78.9% | $3,192-81.3% |
| Admin fee / account holder | $1,066 | $3,268-67.4% | $4,499-76.3% | $4,297-75.2% |