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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 | $6,291 | $45,438-86.2% | $80,004-92.1% | $59,633-89.5% |
| Participation rate | 22.6% | 63.7%-41.1pp | 73.0%-50.4pp | 68.7%-46.1pp |
| Annual return | -2.53% | 5.10%-7.6pp | 7.63%-10.2pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $836 | $2,231-62.5% | $3,204-73.9% | $3,192-73.8% |
| Admin fee / account holder | $3,226 | $3,464-6.9% | $5,033-35.9% | $4,297-24.9% |