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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 | $9,876 | $56,200-82.4% | $67,653-85.4% | $59,633-83.4% |
| Participation rate | 60.2% | 71.5%-11.2pp | 75.7%-15.4pp | 68.7%-8.4pp |
| Annual return | -0.31% | 18506.71%-18507.0pp | 6625.22%-6625.5pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $342 | $1,615-78.8% | $2,266-84.9% | $2,203-84.5% |
| Participant deferral / active EE | $956 | $2,843-66.4% | $3,560-73.1% | $3,192-70.0% |
| Admin fee / account holder | $3,815 | $3,959-3.6% | $4,821-20.9% | $4,297-11.2% |