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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 | $8,399 | $87,546-90.4% | $75,784-88.9% | $125,389-93.3% |
| Participation rate | 39.1% | 80.2%-41.0pp | 75.8%-36.7pp | 83.2%-44.1pp |
| Annual return | -2.83% | 13.49%-16.3pp | 9.68%-12.5pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $809 | $4,230-80.9% | $3,652-77.8% | $5,352-84.9% |
| Admin fee / account holder | $1,660 | $6,503-74.5% | $5,300-68.7% | $9,541-82.6% |