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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 | $9,072 | $44,850-79.8% | $60,547-85.0% | $59,632-84.8% |
| Participation rate | 25.6% | 59.5%-33.9pp | 68.0%-42.4pp | 68.7%-43.1pp |
| Annual return | -1.03% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $296 | $1,462-79.7% | $2,419-87.8% | $2,203-86.6% |
| Participant deferral / active EE | $565 | $2,230-74.7% | $3,328-83.0% | $3,192-82.3% |
| Admin fee / account holder | $466 | $3,635-87.2% | $4,536-89.7% | $4,297-89.1% |