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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 | $5,613 | $105,867-94.7% | $90,760-93.8% | $134,532-95.8% |
| Participation rate | 61.5% | 78.3%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -20.32% | -10.99%-9.3pp | -12.16%-8.2pp | 418.27%-438.6pp |
| Employer contribution / active EE | $975 | $3,464-71.9% | $2,922-66.6% | $4,741-79.4% |
| Participant deferral / active EE | $1,358 | $5,217-74.0% | $4,565-70.2% | $6,401-78.8% |
| Admin fee / account holder | $593 | $13,936-95.7% | $8,444-93.0% | $11,429-94.8% |