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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 | $8,320 | $97,020-91.4% | $83,322-90.0% | $135,379-93.9% |
| Participation rate | 8.7% | 80.4%-71.7pp | 77.8%-69.1pp | 82.6%-73.9pp |
| Annual return | -6.36% | 12.31%-18.7pp | 10.64%-17.0pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $53 | $5,964-99.1% | $5,565-99.0% | $5,609-99.0% |
| Admin fee / account holder | $569 | $8,426-93.2% | $7,540-92.5% | $10,828-94.7% |