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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 | $13,056 | $45,438-71.3% | $80,004-83.7% | $59,633-78.1% |
| Participation rate | 35.9% | 63.7%-27.8pp | 73.0%-37.1pp | 68.7%-32.8pp |
| Annual return | -2.19% | 5.10%-7.3pp | 7.63%-9.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $262 | $1,236-78.8% | $2,473-89.4% | $2,203-88.1% |
| Participant deferral / active EE | $647 | $2,231-71.0% | $3,204-79.8% | $3,192-79.7% |
| Admin fee / account holder | $1,993 | $3,464-42.5% | $5,033-60.4% | $4,297-53.6% |