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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 | $5,142 | $167,353-96.9% | $143,797-96.4% | $134,545-96.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -13.94% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $2,144 | $5,620-61.9% | $4,952-56.7% | $4,742-54.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $438 | $18,096-97.6% | $14,679-97.0% | $11,431-96.2% |