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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 | $3,558 | $81,840-95.7% | $63,412-94.4% | $125,388-97.2% |
| Participation rate | 9.5% | 73.0%-63.5pp | 67.1%-57.6pp | 83.2%-73.7pp |
| Annual return | -1.01% | -0.10%-0.9pp | 4.04%-5.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $345 | $3,064-88.8% | $2,496-86.2% | $5,352-93.6% |
| Admin fee / account holder | $5,017 | $4,951+1.3% | $3,753+33.7% | $9,541-47.4% |