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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 | $9,847 | $49,177-80.0% | $79,476-87.6% | $64,181-84.7% |
| Participation rate | 12.8% | 65.0%-52.2pp | 73.3%-60.5pp | 69.6%-56.7pp |
| Annual return | -3.26% | -1.16%-2.1pp | 718.21%-721.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $357 | $2,076-82.8% | $2,800-87.2% | $2,381-85.0% |
| Participant deferral / active EE | $6 | $2,821-99.8% | $3,704-99.8% | $3,470-99.8% |
| Admin fee / account holder | $6,609 | $3,839+72.2% | $5,113+29.2% | $4,887+35.2% |