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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 | $6,706 | $92,219-92.7% | $76,767-91.3% | $135,380-95.0% |
| Participation rate | 23.5% | 79.8%-56.2pp | 77.0%-53.4pp | 82.6%-59.1pp |
| Annual return | -8.12% | 5.46%-13.6pp | 2.43%-10.5pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $143 | $4,508-96.8% | $3,852-96.3% | $5,609-97.5% |
| Admin fee / account holder | $819 | $10,749-92.4% | $6,675-87.7% | $10,828-92.4% |