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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 | $7,162 | $100,811-92.9% | $86,698-91.7% | $134,545-94.7% |
| Participation rate | 56.5% | 79.0%-22.4pp | 76.6%-20.1pp | 81.2%-24.7pp |
| Annual return | -19.10% | 29.11%-48.2pp | 35.96%-55.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $520 | $5,339-90.3% | $4,656-88.8% | $6,401-91.9% |
| Admin fee / account holder | $1,472 | $10,926-86.5% | $7,492-80.4% | $11,431-87.1% |