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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 | $6,505 | $167,522-96.1% | $151,639-95.7% | $134,532-95.2% |
| Participation rate | 35.7% | 88.4%-52.7pp | 87.5%-51.8pp | 81.2%-45.5pp |
| Annual return | -12.52% | 7.81%-20.3pp | 3.34%-15.9pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $269 | $8,986-97.0% | $8,363-96.8% | $6,401-95.8% |
| Admin fee / account holder | $2,542 | $13,780-81.6% | $11,613-78.1% | $11,429-77.8% |