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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 | $6,619 | $49,177-86.5% | $79,467-91.7% | $64,173-89.7% |
| Participation rate | 17.6% | 65.0%-47.5pp | 73.3%-55.8pp | 69.6%-52.0pp |
| Annual return | -3.79% | -1.16%-2.6pp | 718.30%-722.1pp | 7.63%-11.4pp |
| Employer contribution / active EE | $284 | $2,076-86.3% | $2,800-89.8% | $2,381-88.1% |
| Participant deferral / active EE | $474 | $2,821-83.2% | $3,704-87.2% | $3,470-86.3% |
| Admin fee / account holder | $1,429 | $3,839-62.8% | $5,104-72.0% | $4,887-70.8% |