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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 | $8,156 | $83,908-90.3% | $68,509-88.1% | $125,388-93.5% |
| Participation rate | 47.4% | 78.2%-30.8pp | 74.7%-27.4pp | 83.2%-35.8pp |
| Annual return | -1.37% | 14.48%-15.8pp | 8.27%-9.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $819 | $4,125-80.1% | $3,382-75.8% | $5,352-84.7% |
| Admin fee / account holder | $550 | $8,982-93.9% | $5,275-89.6% | $9,541-94.2% |