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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 | $8,701 | $97,020-91.0% | $83,322-89.6% | $135,379-93.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -4.62% | 12.31%-16.9pp | 10.64%-15.3pp | 519.79%-524.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $960 | $5,964-83.9% | $5,565-82.7% | $5,609-82.9% |
| Admin fee / account holder | $3,025 | $8,426-64.1% | $7,540-59.9% | $10,828-72.1% |