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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 | $5,524 | $75,962-92.7% | $154,108-96.4% | $64,173-91.4% |
| Participation rate | 45.7% | 70.4%-24.7pp | 83.0%-37.3pp | 69.6%-23.9pp |
| Annual return | -3.28% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $639 | $3,350-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $706 | $3,175-77.8% | $5,081-86.1% | $3,470-79.7% |
| Admin fee / account holder | $3,178 | $5,589-43.1% | $13,411-76.3% | $4,887-35.0% |