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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 | $5,911 | $142,361-95.8% | $119,608-95.1% | $134,509-95.6% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -6.97% | -12.46%+5.5pp | -14.98%+8.0pp | 418.13%-425.1pp |
| Employer contribution / active EE | $1,875 | $5,224-64.1% | $4,232-55.7% | $4,741-60.4% |
| Participant deferral / active EE | $45 | $6,468-99.3% | $5,601-99.2% | $6,400-99.3% |
| Admin fee / account holder | $19,061 | $13,588+40.3% | $10,326+84.6% | $11,427+66.8% |