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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 | $7,988 | $129,959-93.9% | $104,301-92.3% | $134,532-94.1% |
| Participation rate | 36.8% | 79.5%-42.7pp | 73.3%-36.4pp | 81.2%-44.4pp |
| Annual return | -13.55% | 42.04%-55.6pp | 24.61%-38.2pp | 418.27%-431.8pp |
| Employer contribution / active EE | $860 | $4,185-79.5% | $3,373-74.5% | $4,741-81.9% |
| Participant deferral / active EE | $1,080 | $5,589-80.7% | $4,626-76.7% | $6,401-83.1% |
| Admin fee / account holder | $655 | $9,325-93.0% | $7,340-91.1% | $11,429-94.3% |