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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 | $9,814 | $43,730-77.6% | $121,220-91.9% | $64,173-84.7% |
| Participation rate | 6.3% | 58.3%-52.1pp | 71.8%-65.5pp | 69.6%-63.3pp |
| Annual return | -6.30% | 68.94%-75.2pp | 16.94%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $311 | $2,281-86.4% | $3,345-90.7% | $3,470-91.0% |
| Admin fee / account holder | $404 | $3,502-88.5% | $5,021-91.9% | $4,887-91.7% |