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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 | $8,601 | $152,591-94.4% | $117,529-92.7% | $134,545-93.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -13.64% | 53.04%-66.7pp | 29.77%-43.4pp | 418.37%-432.0pp |
| Employer contribution / active EE | $1,590 | $5,576-71.5% | $4,179-61.9% | $4,742-66.5% |
| Participant deferral / active EE | $113 | $4,821-97.7% | $4,072-97.2% | $6,401-98.2% |
| Admin fee / account holder | $6,864 | $7,004-2.0% | $5,645+21.6% | $11,431-40.0% |