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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 | $8,256 | $40,275-79.5% | $57,356-85.6% | $59,633-86.2% |
| Participation rate | 20.0% | 69.1%-49.1pp | 75.1%-55.1pp | 68.7%-48.7pp |
| Annual return | -1.08% | 27.52%-28.6pp | 24.41%-25.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $446 | $2,400-81.4% | $3,162-85.9% | $3,192-86.0% |
| Admin fee / account holder | $2,114 | $2,820-25.0% | $3,357-37.0% | $4,297-50.8% |