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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 | $1,327 | $93,098-98.6% | $77,081-98.3% | $134,509-99.0% |
| Participation rate | 27.3% | 74.5%-47.2pp | 67.9%-40.6pp | 81.2%-54.0pp |
| Annual return | -17.63% | 62.63%-80.3pp | 42.33%-60.0pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $138 | $5,239-97.4% | $4,428-96.9% | $6,400-97.8% |
| Admin fee / account holder | $632 | $6,945-90.9% | $5,427-88.3% | $11,427-94.5% |