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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 | $8,821 | $40,275-78.1% | $57,356-84.6% | $59,633-85.2% |
| Participation rate | 2.6% | 69.1%-66.5pp | 75.1%-72.4pp | 68.7%-66.0pp |
| Annual return | -0.40% | 27.52%-27.9pp | 24.41%-24.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $49 | $2,400-98.0% | $3,162-98.4% | $3,192-98.5% |
| Admin fee / account holder | $1,359 | $2,820-51.8% | $3,357-59.5% | $4,297-68.4% |